Arcadia Wealth Management, LLC ACWX Holdings History
Arcadia Wealth Management, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-06-30, Arcadia Wealth Management, LLC held 154,066.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $9.39 Mil. This investment constitutes 4.1% of their stock portfolio, and Arcadia Wealth Management, LLC now holds 0.15% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2023Q2. And since then Arcadia Wealth Management, LLC has made 9 purchases of ACWX, at an average price of $53.87, for a total of 154,066.00 shares. Based on historical transaction data and ACWX's current price of $61.44, Arcadia Wealth Management, LLC's estimated gain on his ACWX holdings is $1.17 Mil, reflecting a 14.06% gain to date.
Arcadia Wealth Management, LLC ACWX ($61.44) Holding Chart
Arcadia Wealth Management, LLC ACWX ($61.44) 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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