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iShares MSCI ACWI ex US Index Fund shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $90M 1.2M 76.11
2026-03-31 $875k 13k 68.47
2025-12-31 $858k 13k 67.13
2025-09-30 $822k 13k 65.01
2025-06-30 $1.1M 18k 60.94
2025-03-31 $771k 14k 55.45
2024-12-31 $633k 12k 52.16
2024-09-30 $546k 9.5k 57.22
2024-06-30 $420k 7.9k 53.13
2023-03-31 $247k 5.1k 48.77
2022-12-31 $230k 5.1k 45.50
2022-09-30 $233k 5.8k 40.01
2022-06-30 $228k 5.1k 45.04
2022-03-31 $246k 4.7k 52.19
2021-12-31 $262k 4.7k 55.58
2021-09-30 $366k 6.6k 55.46
2021-06-30 $271k 4.7k 57.49
2021-03-31 $260k 4.7k 55.15
2020-12-31 $250k 4.7k 53.03
2020-09-30 $211k 4.6k 45.95
2019-12-31 $226k 4.6k 49.22
2019-09-30 $211k 4.6k 45.95
2019-06-30 $215k 4.6k 46.82
2019-03-31 $212k 4.6k 46.17
2018-12-31 $244k 5.8k 41.97

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

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
Winthrop Advisory Group
Sageworth Trust Company
Sand Hill Advisors
Koss-Olinger Consulting
Sontag Advisory

View all funds holding iShares MSCI ACWI ex US Index Fund