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iShares MSCI ACWI ex US Index Fund shares owned by Philip James Wealth Mangement

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Philip James Wealth Mangement from 13F filings

Historical chart of Philip James Wealth Mangement investment in iShares MSCI ACWI ex US Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI ex US Index Fund held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 221k 53.39
2023-12-31 $11M 216k 51.04

More positions owned by Philip James Wealth Mangement

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actively Managed Etf S&p500 Downsid (PHDG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Listed Fd Tr Core Alt Fd (CCOR)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Philip James Wealth Mangement

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
UBS Group
New York State Common Retirement Fund
Sageworth Trust Company
Johnson Financial Group
German American Bancorp
Regions Bank
Factory Mutual Insurance Company
Goldman Sachs Group
TLWM
Wellington Management Company
Amg National Trust Bank
Calamos Wealth Management
Us Bancorp
Captrust Financial Advisors

View all funds holding iShares MSCI ACWI ex US Index Fund