ADVISORY RESEARCH INC ACWI Holdings History
ADVISORY RESEARCH INC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, ADVISORY RESEARCH INC held 100,374.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $11.68 Mil. This investment constitutes 2.06% of their stock portfolio, and ADVISORY RESEARCH INC now holds 0.06% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2018Q4. And since then ADVISORY RESEARCH INC has made 13 purchases of ACWI, at an average price of $84.15, for a total of 1.10 Mil shares. In addition, there have been 9 sales at an average price of $82.85 for 1.00 Mil shares. Based on historical transaction data and ACWI's current price of $129.79, ADVISORY RESEARCH INC's estimated gain on his ACWI holdings is $3.27 Mil, reflecting a 3.52% gain to date.
ADVISORY RESEARCH INC ACWI ($129.79) Holding Chart
ADVISORY RESEARCH INC ACWI ($129.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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