STAGE HARBOR FINANCIAL, LLC ACWX Holdings History
STAGE HARBOR FINANCIAL, LLC's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, STAGE HARBOR FINANCIAL, LLC held 86,350.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $4.79 Mil. This investment constitutes 4.05% of their stock portfolio, and STAGE HARBOR FINANCIAL, LLC now holds 0.08% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $53.28 for 4,430.00 shares. Based on historical transaction data and ACWX's current price of $60.86, STAGE HARBOR FINANCIAL, LLC's estimated gain on his ACWX holdings is $1.12 Mil, reflecting a 25.68% gain to date.
STAGE HARBOR FINANCIAL, LLC ACWX ($60.86) Holding Chart
STAGE HARBOR FINANCIAL, LLC ACWX ($60.86) 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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