Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$309,970.40
% of Total Estimate Gain
13.90%

Rothschild & Co Wealth Management UK Ltd's iShares MSCI ACWI Index Fund Holding Summary

As of 2025-03-31, Rothschild & Co Wealth Management UK Ltd held - shares of iShares MSCI ACWI Index Fund(ACWI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rothschild & Co Wealth Management UK Ltd now holds 0% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.

The initial trade took place in 2024Q1. And since then Rothschild & Co Wealth Management UK Ltd has made 2 purchases of ACWI, at an average price of $105.10, for a total of 21,218.00 shares. In addition, there have been 2 sales at an average price of $119.71 for 21,218.00 shares. Based on historical transaction data and ACWI's current price of $129.85, Rothschild & Co Wealth Management UK Ltd's estimated gain on his ACWI holdings is $309,970.40, reflecting a 13.90% gain to date.

Rothschild & Co Wealth Management UK Ltd ACWI ($129.85) Holding Chart

Rothschild & Co Wealth Management UK Ltd ACWI ($129.85) 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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