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iShares MSCI ACWI ex US Index Fund shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners 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 Premier Path Wealth Partners 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 108k 57.22
2024-06-30 $4.5M 85k 53.13
2024-03-31 $4.1M 74k 55.42
2023-12-31 $2.3M 44k 52.38

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Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
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Select Sector Spdr Tr Sbi Cons Discr (XLY)
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Meta Platforms Cl A (META)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Premier Path Wealth Partners

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
BlackRock
BlackRock
Morgan Stanley
German American Bancorp
Sageworth Trust Company
Cliffwater
Factory Mutual Insurance Company
Regions Bank
Glenmede Trust Company
Captrust Financial Advisors
Schroder Investment Management Group
Goldman Sachs Group
Envestnet Asset Management
Johnson Financial Group

View all funds holding iShares MSCI ACWI ex US Index Fund