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iShares MSCI ACWI ex US Index Fund shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2024-09-30 $332k 5.8k 57.22
2024-06-30 $286k 5.4k 53.13
2024-03-31 $303k 5.7k 53.39
2023-03-31 $320k 6.6k 48.72
2022-12-31 $318k 8.0k 39.93
2022-09-30 $318k 8.0k 39.93
2022-03-31 $276k 5.3k 52.24
2021-12-31 $262k 4.7k 55.61
2021-09-30 $259k 4.7k 55.38
2021-06-30 $247k 4.3k 57.31
2021-03-31 $223k 4.1k 54.97
2019-12-31 $238k 4.9k 48.92
2019-09-30 $200k 4.4k 45.87
2019-06-30 $764k 16k 46.75
2019-03-31 $764k 17k 46.24
2018-12-31 $678k 16k 41.91
2018-09-30 $789k 17k 47.68
2018-06-30 $713k 15k 47.22
2018-03-31 $685k 14k 49.62
2017-12-31 $631k 13k 49.90
2017-09-30 $603k 13k 48.34
2017-06-30 $568k 13k 45.53
2017-03-31 $544k 13k 43.61
2016-12-31 $502k 13k 40.24
2016-09-30 $517k 13k 41.44
2016-06-30 $486k 13k 38.96
2016-03-31 $2.0M 51k 39.05
2015-12-31 $601k 15k 39.60
2015-09-30 $2.0M 51k 39.05
2015-06-30 $3.8M 85k 44.17
2015-03-31 $3.8M 85k 44.70
2014-12-31 $3.8M 89k 43.02
2014-09-30 $2.3M 50k 45.46
2014-06-30 $2.4M 50k 48.03
2014-03-31 $2.5M 54k 46.57
2013-12-31 $2.5M 54k 46.67

More positions owned by Waldron

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Stryker Corporation (SYK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr National Mun Etf (MUB)

View all positions for Waldron

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