Aspiriant Risk-Managed Equity Allocation Fund ACWI Holdings History
Aspiriant Risk-Managed Equity Allocation Fund's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Aspiriant Trust held 360,160.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $41.92 Mil. This investment constitutes 8.26% of their stock portfolio, and Aspiriant Trust now holds 0.21% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2019Q4. And since then Aspiriant Risk-Managed Equity Allocation Fund has made 2 purchases of ACWI, at an average price of $90.68, for a total of 933,988.00 shares. In addition, there have been 2 sales at an average price of $71.19 for 573,828.00 shares. Based on historical transaction data and ACWI's current price of $130.35, Aspiriant Risk-Managed Equity Allocation Fund's estimated gain on his ACWI holdings is $3.11 Mil, reflecting a 3.67% gain to date.
Aspiriant Risk-Managed Equity Allocation Fund ACWI ($130.35) Holding Chart
Aspiriant Risk-Managed Equity Allocation Fund ACWI ($130.35) 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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