Evoke Wealth, LLC ACWI Holdings History
Evoke Wealth, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Evoke Wealth, LLC held 822,066.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $95.68 Mil. This investment constitutes 2.5% of their stock portfolio, and Evoke Wealth, LLC now holds 0.48% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2019Q3. And since then Evoke Wealth, LLC has made 3 purchases of ACWI, at an average price of $87.97, for a total of 4.06 Mil shares. In addition, there have been 18 sales at an average price of $92.47 for 3.23 Mil shares. Based on historical transaction data and ACWI's current price of $129.76, Evoke Wealth, LLC's estimated gain on his ACWI holdings is $48.90 Mil, reflecting a 13.71% gain to date.
Evoke Wealth, LLC ACWI ($129.76) Holding Chart
Evoke 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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