Number of Shares
60,836.00
Current Holdings Value*
$7.08 Mil
% of Portfolio
0.07%
Total Estimate Gain
$45.77 Mil
% of Total Estimate Gain
4.80%

Capital Group Private Client Services, Inc.'s iShares MSCI ACWI Index Fund Holding Summary

As of 2025-03-31, Capital Group Private Client Services, Inc. held 60,836.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $7.08 Mil. This investment constitutes 0.07% of their stock portfolio, and Capital Group Private Client Services, Inc. now holds 0.04% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.

The initial trade took place in 2021Q4. And since then Capital Group Private Client Services, Inc. has made 6 purchases of ACWI, at an average price of $97.78, for a total of 9.76 Mil shares. In addition, there have been 8 sales at an average price of $102.31 for 9.70 Mil shares. Based on historical transaction data and ACWI's current price of $128.60, Capital Group Private Client Services, Inc.'s estimated gain on his ACWI holdings is $45.77 Mil, reflecting a 4.80% gain to date.

Capital Group Private Client Services, Inc. ACWI ($128.60) Holding Chart

Capital Group Private Client Services, Inc. ACWI ($128.60) 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 %

Top Ranked Articles

  • 1