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iShares MSCI ACWI ex US Index Fund shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $957k 17k 57.22
2024-06-30 $521k 9.8k 53.13
2024-03-31 $504k 9.4k 53.39
2023-12-31 $271k 5.3k 51.05

More positions owned by Twin Peaks Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

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