Bernicke & Associates, LTD ACWI Holdings History
Bernicke & Associates, LTD's iShares MSCI ACWI Index Fund Holding Summary
As of 2020-06-30, Bernicke & Associates, LTD held 245,713.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $18.11 Mil. This investment constitutes 13.52% of their stock portfolio, and Bernicke & Associates, LTD now holds 0.13% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2018Q2. And since then Bernicke & Associates, LTD has made 5 purchases of ACWI, at an average price of $72.90, for a total of 379,522.00 shares. In addition, there have been 4 sales at an average price of $70.20 for 133,809.00 shares. Based on historical transaction data and ACWI's current price of $130.13, Bernicke & Associates, LTD's estimated gain on his ACWI holdings is $13.70 Mil, reflecting a 49.52% gain to date.
Bernicke & Associates, LTD ACWI ($130.13) Holding Chart
Bernicke & Associates, LTD ACWI ($130.13) 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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