Aspiriant Risk-Managed Equity Allocation Fund ACWV Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-03-31, Aspiriant Trust held 612,100.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $71.23 Mil. This investment constitutes 14.04% of their stock portfolio, and Aspiriant Trust now holds 2.15% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 4 purchases of ACWV, at an average price of $89.07, for a total of 1.82 Mil shares. In addition, there have been 7 sales at an average price of $104.36 for 1.21 Mil shares. Based on historical transaction data and ACWV's current price of $117.08, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his ACWV holdings is $35.61 Mil, reflecting a 21.97% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund ACWV ($117.08) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund ACWV ($117.08) 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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