CATALYST PRIVATE WEALTH, LLC ACWI Holdings History
CATALYST PRIVATE WEALTH, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-06-30, CATALYST PRIVATE WEALTH, LLC held 25,199.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $3.24 Mil. This investment constitutes 1.44% of their stock portfolio, and CATALYST PRIVATE WEALTH, LLC now holds 0.01% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2020Q3. And since then CATALYST PRIVATE WEALTH, LLC has made 11 purchases of ACWI, at an average price of $100.56, for a total of 38,969.00 shares. In addition, there have been 7 sales at an average price of $95.70 for 13,770.00 shares. Based on historical transaction data and ACWI's current price of $129.76, CATALYST PRIVATE WEALTH, LLC's estimated gain on his ACWI holdings is $668,865.00, reflecting a 17.07% gain to date.
CATALYST PRIVATE WEALTH, LLC ACWI ($129.76) Holding Chart
CATALYST PRIVATE WEALTH, LLC ACWI ($129.76) 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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