Sargent Investment Group »

iShares MSCI ACWI ex US Index Fund shares owned by Sargent Investment Group

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Sargent Investment Group from 13F filings

Historical chart of Sargent Investment Group 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 Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $407k 5.9k 68.47

More positions owned by Sargent Investment Group

Palantir Technologies Cl A (PLTR)
Spdr Series Trust State Street Spd (BILS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation Call Option (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon Call Option (AMZN)
Carlyle Group (CG)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYV)
Iron Mountain (IRM)
International Business Machines (IBM)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Wal-Mart Stores (WMT)

View all positions for Sargent Investment Group

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
Morgan Stanley
Ferguson Wellman Capital Management
BlackRock
UBS Group
Envestnet Asset Management
Colony
German American Bancorp
Ameriprise Financial
HPM Partners
Sageworth Trust Company
Atlantic Trust
Winthrop Advisory Group
Koss-Olinger Consulting
GM Advisory

View all funds holding iShares MSCI ACWI ex US Index Fund