ASPIRIANT, LLC ACWV Holdings History

Number of Shares
2.45 Mil
Current Holdings Value*
$285.04 Mil
% of Portfolio
9.89%
Total Estimate Gain
$82.38 Mil
% of Total Estimate Gain
28.83%

ASPIRIANT, LLC's iShares MSCI Global Min Vol Factor ETF Holding Summary

As of 2025-03-31, ASPIRIANT, LLC held 2.45 Mil shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $285.04 Mil. This investment constitutes 9.89% of their stock portfolio, and ASPIRIANT, LLC now holds 8.45% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.

The initial trade took place in 2018Q2. And since then ASPIRIANT, LLC has made 16 purchases of ACWV, at an average price of $87.93, for a total of 3.25 Mil shares. In addition, there have been 12 sales at an average price of $96.65 for 800,155.00 shares. Based on historical transaction data and ACWV's current price of $118.72, ASPIRIANT, LLC's estimated gain on his ACWV holdings is $82.38 Mil, reflecting a 28.83% gain to date.

ASPIRIANT, LLC ACWV ($118.72) Holding Chart

ASPIRIANT, LLC ACWV ($118.72) 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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