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SPDR MSCI ACWI ex-US shares owned by FSM Wealth Advisors

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by FSM Wealth Advisors from 13F filings

Historical chart of FSM Wealth Advisors investment in SPDR MSCI ACWI ex-US

Tip: Access up to 7 years of quarterly data

All positions including SPDR MSCI ACWI ex-US held by FSM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR MSCI ACWI ex-US by FSM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $232k 9.3k 24.89
2023-06-30 $237k 9.1k 25.99
2023-03-31 $234k 9.1k 25.73

More positions owned by FSM Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for FSM Wealth Advisors

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Honkamp Krueger Financial Services
GLOBALT Investments LLC / GA
HighTower Advisors
Pitcairn Company
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
Eastern Bank
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Branch Banking & Trust Company
Lodestar Private Asset Management
Sequoia Financial Advisors
Jane Street

View all funds holding SPDR MSCI ACWI ex-US