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iShares MSCI ACWI ex US Index Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $756k 15k 51.04
2023-09-30 $302k 6.4k 47.01
2023-06-30 $316k 6.4k 49.22
2023-03-31 $456k 9.4k 48.77
2022-12-31 $4.7M 103k 45.50
2022-09-30 $257k 6.4k 40.09
2022-06-30 $290k 6.4k 45.05
2022-03-31 $339k 6.5k 52.28
2021-12-31 $363k 6.5k 55.64
2021-09-30 $367k 6.6k 55.40
2021-06-30 $391k 6.8k 57.46
2021-03-31 $383k 6.9k 55.16
2020-12-31 $438k 8.3k 52.99
2020-09-30 $394k 8.6k 46.04
2020-06-30 $1.0M 24k 43.25
2020-03-31 $1.3M 34k 37.66
2019-12-31 $257k 5.2k 49.13
2019-09-30 $233k 5.1k 45.97
2019-06-30 $284k 6.1k 46.80
2019-03-31 $281k 6.1k 46.25
2016-09-30 $26M 616k 41.48