Henrickson Nauta Wealth Advisors, Inc. ACWI Holdings History
Henrickson Nauta Wealth Advisors, Inc.'s iShares MSCI ACWI Index Fund Holding Summary
As of 2025-06-30, Henrickson Nauta Wealth Advisors, Inc. held 5,877.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $755,780.00. This investment constitutes 0.26% of their stock portfolio, and Henrickson Nauta Wealth Advisors, Inc. now holds 0% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2021Q4. In addition, there have been 9 sales at an average price of $115.99 for 5,138.00 shares. Based on historical transaction data and ACWI's current price of $129.11, Henrickson Nauta Wealth Advisors, Inc.'s estimated gain on his ACWI holdings is $212,573.22, reflecting a 18.61% gain to date.
Henrickson Nauta Wealth Advisors, Inc. ACWI ($129.11) Holding Chart
Henrickson Nauta Wealth Advisors, Inc. ACWI ($129.11) 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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