Aaron Wealth Advisors LLC ACWX Holdings History
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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