Number of Shares
150,220.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
0.55%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
9.96%

LOWE BROCKENBROUGH & CO INC's iShares MSCI ACWI Ex US Index Fund Holding Summary

As of 2025-03-31, LOWE BROCKENBROUGH & CO INC held 150,220.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $8.33 Mil. This investment constitutes 0.55% of their stock portfolio, and LOWE BROCKENBROUGH & CO INC now holds 0.14% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.

The initial trade took place in 2022Q4. And since then LOWE BROCKENBROUGH & CO INC has made 5 purchases of ACWX, at an average price of $52.55, for a total of 222,200.00 shares. In addition, there have been 2 sales at an average price of $51.27 for 71,980.00 shares. Based on historical transaction data and ACWX's current price of $60.90, LOWE BROCKENBROUGH & CO INC's estimated gain on his ACWX holdings is $1.16 Mil, reflecting a 9.96% gain to date.

LOWE BROCKENBROUGH & CO INC ACWX ($60.90) Holding Chart

LOWE BROCKENBROUGH & CO INC ACWX ($60.90) 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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