JFG Wealth Management, LLC ACWI Holdings History
JFG Wealth Management, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 3,653.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $425,170.00. This investment constitutes 0.1% of their stock portfolio, and JFG Wealth Management, LLC now holds 0% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2023Q1. And since then JFG Wealth Management, LLC has made 3 purchases of ACWI, at an average price of $107.20, for a total of 13,926.00 shares. In addition, there have been 3 sales at an average price of $119.48 for 10,273.00 shares. Based on historical transaction data and ACWI's current price of $129.20, JFG Wealth Management, LLC's estimated gain on his ACWI holdings is $206,576.91, reflecting a 13.84% gain to date.
JFG Wealth Management, LLC ACWI ($129.20) Holding Chart
JFG Wealth Management, LLC ACWI ($129.20) 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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