Hapanowicz & Associates Financial Services, Inc ACWX Holdings History
Hapanowicz & Associates Financial Services, Inc's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 71,727.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $3.98 Mil. This investment constitutes 2.21% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.07% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2018Q2. And since then Hapanowicz & Associates Financial Services, Inc has made 17 purchases of ACWX, at an average price of $46.05, for a total of 162,328.00 shares. In addition, there have been 11 sales at an average price of $49.54 for 90,601.00 shares. Based on historical transaction data and ACWX's current price of $61.11, Hapanowicz & Associates Financial Services, Inc's estimated gain on his ACWX holdings is $1.40 Mil, reflecting a 18.68% gain to date.
Hapanowicz & Associates Financial Services, Inc ACWX ($61.11) Holding Chart
Hapanowicz & Associates Financial Services, Inc ACWX ($61.11) 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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