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

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

Historical chart of Wealth Management Group 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 Wealth Management Group 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 Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 28k 67.13
2025-09-30 $1.8M 28k 65.01
2025-06-30 $1.7M 28k 60.94
2025-03-31 $1.5M 27k 55.45
2024-12-31 $1.4M 28k 52.16

More positions owned by Wealth Management Group

Sector Spdr Common Stock (XLK)
Ishares Mutual Funds - (IVV)
Microsoft Common Stock (MSFT)
Ishares Mutual Funds - (AGG)
Alphabet Common Stock (GOOG)
Chemung Common Stock (CHMG)
Johnson Common Stock (JNJ)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Invesco Mutual Funds - (RSP)
Jpmorgan Common Stock (JPM)
Invesco Mutual Funds - (QQQ)
Berkshire Common Stock (BRK.B)
The Common Stock (TRV)
Meta Platforms Common Stock (META)

View all positions for Wealth Management Group

Top funds holding iShares MSCI ACWI ex US Index Fund

BlackRock
UBS Group
Jane Street
Acadian Asset Management
Ameriprise Financial
Envestnet Asset Management
Colony
German American Bancorp
Sageworth Trust Company
Goldman Sachs Group
Atlantic Trust
Winthrop Advisory Group
Mml Investors Services
Cliffwater
GM Advisory

View all funds holding iShares MSCI ACWI ex US Index Fund