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SPDR MSCI ACWI ex-US shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 8.4k 28.40
2023-09-30 $239k 9.6k 24.89
2023-06-30 $251k 9.6k 26.13

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Honkamp Krueger Financial Services
Jane Street
HighTower Advisors
GLOBALT Investments LLC / GA
Huntington National Bank
Pitcairn Company
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
LPL Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Lodestar Private Asset Management

View all funds holding SPDR MSCI ACWI ex-US