North Berkeley Wealth Management, LLC ACWI Holdings History
Number of Shares
80,069.00
Current Holdings Value*
$9.41 Mil
% of Portfolio
9.55%
Total Estimate Gain
$707,009.27
% of Total Estimate Gain
7.36%
North Berkeley Wealth Management, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2024-12-31, North Berkeley Wealth Management, LLC held 80,069.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $9.41 Mil. This investment constitutes 9.55% of their stock portfolio, and North Berkeley Wealth Management, LLC now holds 0.05% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and ACWI's current price of $128.85, North Berkeley Wealth Management, LLC's estimated gain on his ACWI holdings is $707,009.27, reflecting a 7.36% gain to date.
North Berkeley Wealth Management, LLC ACWI ($128.85) Holding Chart
North Berkeley Wealth Management, LLC ACWI ($128.85) 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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