Epstein & White Financial LLC ACWX Holdings History
Epstein & White Financial LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 470,598.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $27.03 Mil. This investment constitutes 7.13% of their stock portfolio, and Epstein & White Financial LLC now holds 0.55% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2018Q4. And since then Epstein & White Financial LLC has made 7 purchases of ACWX, at an average price of $45.31, for a total of 547,824.00 shares. In addition, there have been 4 sales at an average price of $45.03 for 77,226.00 shares. Based on historical transaction data and ACWX's current price of $61.25, Epstein & White Financial LLC's estimated gain on his ACWX holdings is $7.48 Mil, reflecting a 30.13% gain to date.
Epstein & White Financial LLC ACWX ($61.25) Holding Chart
Epstein & White Financial LLC ACWX ($61.25) 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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