Number of Shares
55,853.00
Current Holdings Value*
$3.10 Mil
% of Portfolio
0.36%
Total Estimate Gain
$-31.32 Mil
% of Total Estimate Gain
-9.71%

Aaron Wealth Advisors LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary

As of 2025-03-31, Aaron Wealth Advisors LLC held 55,853.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $3.10 Mil. This investment constitutes 0.36% of their stock portfolio, and Aaron Wealth Advisors LLC now holds 0.05% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.

The initial trade took place in 2020Q4. And since then Aaron Wealth Advisors LLC has made 1 purchases of ACWX, at an average price of $53.19, for a total of 6.06 Mil shares. In addition, there have been 12 sales at an average price of $47.91 for 6.01 Mil shares. Based on historical transaction data and ACWX's current price of $61.25, Aaron Wealth Advisors LLC's estimated gain on his ACWX holdings is $-31.32 Mil, reflecting a -9.71% gain to date.

Aaron Wealth Advisors LLC ACWX ($61.25) Holding Chart

Aaron Wealth Advisors LLC ACWX ($61.25) 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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