RETIREMENT CAPITAL STRATEGIES ACWI Holdings History
RETIREMENT CAPITAL STRATEGIES's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, RETIREMENT CAPITAL STRATEGIES held 204,176.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $23.76 Mil. This investment constitutes 9.28% of their stock portfolio, and RETIREMENT CAPITAL STRATEGIES now holds 0.12% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2025Q1. And since then RETIREMENT CAPITAL STRATEGIES has made 1 purchases of ACWI, at an average price of $119.81, for a total of 204,176.00 shares. Based on historical transaction data and ACWI's current price of $129.76, RETIREMENT CAPITAL STRATEGIES's estimated gain on his ACWI holdings is $2.03 Mil, reflecting a 8.30% gain to date.
RETIREMENT CAPITAL STRATEGIES ACWI ($129.76) Holding Chart
RETIREMENT CAPITAL STRATEGIES 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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