Number of Shares
40,844.00
Current Holdings Value*
$5.25 Mil
% of Portfolio
1.91%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
24.65%

Independent Wealth Network Inc.'s iShares MSCI ACWI Index Fund Holding Summary

As of 2025-06-30, Independent Wealth Network Inc. held 40,844.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $5.25 Mil. This investment constitutes 1.91% of their stock portfolio, and Independent Wealth Network Inc. now holds 0.02% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.

The initial trade took place in 2021Q3. And since then Independent Wealth Network Inc. has made 11 purchases of ACWI, at an average price of $101.71, for a total of 45,355.00 shares. In addition, there have been 4 sales at an average price of $99.82 for 4,511.00 shares. Based on historical transaction data and ACWI's current price of $129.76, Independent Wealth Network Inc.'s estimated gain on his ACWI holdings is $1.14 Mil, reflecting a 24.65% gain to date.

Independent Wealth Network Inc. ACWI ($129.76) Holding Chart

Independent Wealth Network Inc. 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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