Cornerstone Wealth Group, LLC ACWX Holdings History
Cornerstone Wealth Group, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 336,577.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $18.66 Mil. This investment constitutes 1.54% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.33% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2020Q2. And since then Cornerstone Wealth Group, LLC has made 10 purchases of ACWX, at an average price of $47.12, for a total of 695,564.00 shares. In addition, there have been 6 sales at an average price of $46.37 for 358,987.00 shares. Based on historical transaction data and ACWX's current price of $60.86, Cornerstone Wealth Group, LLC's estimated gain on his ACWX holdings is $4.36 Mil, reflecting a 13.29% gain to date.
Cornerstone Wealth Group, LLC ACWX ($60.86) Holding Chart
Cornerstone Wealth Group, LLC ACWX ($60.86) 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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