Number of Shares
772,289.00
Current Holdings Value*
$42.82 Mil
% of Portfolio
2.31%
Total Estimate Gain
$8.41 Mil
% of Total Estimate Gain
14.00%

GM Advisory Group, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary

As of 2025-03-31, GM Advisory Group, LLC held 772,289.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $42.82 Mil. This investment constitutes 2.31% of their stock portfolio, and GM Advisory Group, LLC now holds 0.73% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.

The initial trade took place in 2015Q3. And since then GM Advisory Group, LLC has made 25 purchases of ACWX, at an average price of $47.59, for a total of 1.26 Mil shares. In addition, there have been 6 sales at an average price of $43.81 for 489,131.00 shares. Based on historical transaction data and ACWX's current price of $60.86, GM Advisory Group, LLC's estimated gain on his ACWX holdings is $8.41 Mil, reflecting a 14.00% gain to date.

GM Advisory Group, LLC ACWX ($60.86) Holding Chart

GM Advisory 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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