Number of Shares
149,165.00
Current Holdings Value*
$8.27 Mil
% of Portfolio
3.75%
Total Estimate Gain
$741,385.10
% of Total Estimate Gain
3.04%

CUMBERLAND ADVISORS INC's iShares MSCI ACWI Ex US Index Fund Holding Summary

As of 2025-03-31, CUMBERLAND ADVISORS INC held 149,165.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $8.27 Mil. This investment constitutes 3.75% of their stock portfolio, and CUMBERLAND ADVISORS INC now holds 0.14% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.

The initial trade took place in 2019Q4. And since then CUMBERLAND ADVISORS INC has made 10 purchases of ACWX, at an average price of $50.66, for a total of 482,075.00 shares. In addition, there have been 11 sales at an average price of $48.47 for 332,910.00 shares. Based on historical transaction data and ACWX's current price of $60.51, CUMBERLAND ADVISORS INC's estimated gain on his ACWX holdings is $741,385.10, reflecting a 3.04% gain to date.

CUMBERLAND ADVISORS INC ACWX ($60.51) Holding Chart

CUMBERLAND ADVISORS INC ACWX ($60.51) 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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