Merit Financial Group, LLC ACWX Holdings History
Merit Financial Group, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, Merit Financial Group, LLC held 1.71 Mil shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $94.97 Mil. This investment constitutes 1.42% of their stock portfolio, and Merit Financial Group, LLC now holds 1.66% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2022Q2. And since then Merit Financial Group, LLC has made 4 purchases of ACWX, at an average price of $54.84, for a total of 1.72 Mil shares. In addition, there have been 7 sales at an average price of $49.16 for 5,640.00 shares. Based on historical transaction data and ACWX's current price of $60.78, Merit Financial Group, LLC's estimated gain on his ACWX holdings is $10.14 Mil, reflecting a 10.75% gain to date.
Merit Financial Group, LLC ACWX ($60.78) Holding Chart
Merit Financial Group, LLC ACWX ($60.78) 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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