Southern Wealth Management »

iShares MSCI ACWI ex US Index Fund shares owned by Southern Wealth Management

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

Historical chart of Southern Wealth Management 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 Southern Wealth Management 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 Southern Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $591k 12k 48.77
2022-12-31 $462k 10k 45.50
2022-09-30 $402k 9.7k 41.38
2022-06-30 $303k 6.7k 44.94
2022-03-31 $5.5M 105k 52.27
2020-03-31 $15M 408k 37.65

More positions owned by Southern Wealth Management

Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Schwab Intl Small Cap Etf Intl Sceqt Etf (SCHC)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Vanguard S&p 500 Etf S&p 500 Etf (VOO)
Ishares Msci Emerging Markets Min Vol Factor Etf Min Vol Emrg Mkt (EEMV)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Mcap Vl Idxvip (VOE)
Vanguard Extended Market Etf Extend Mkt Etf (VXF)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)
Ishares Russell Midcap Value Index Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Minimum Volatility Index Msci Min Vol Etf (USMV)
Ishares Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)
Vanguard Value Etf Value Etf (VTV)

View all positions for Southern Wealth Management

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
BlackRock
UBS Group
Ameriprise Financial
German American Bancorp
Sageworth Trust Company
Cliffwater
Regions Bank
Glenmede Trust Company
Captrust Financial Advisors
Goldman Sachs Group
Envestnet Asset Management
Johnson Financial Group
Calamos Wealth Management
TLWM

View all funds holding iShares MSCI ACWI ex US Index Fund