Sageworth Trust Co ACWI Holdings History

Number of Shares
1.75 Mil
Current Holdings Value*
$203.15 Mil
% of Portfolio
12.63%
Total Estimate Gain
$138.37 Mil
% of Total Estimate Gain
80.41%

Sageworth Trust Co's iShares MSCI ACWI Index Fund Holding Summary

As of 2025-03-31, Sageworth Trust Co held 1.75 Mil shares of iShares MSCI ACWI Index Fund(ACWI), totaling $203.15 Mil. This investment constitutes 12.63% of their stock portfolio, and Sageworth Trust Co now holds 1.06% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.

The initial trade took place in 2014Q1. And since then Sageworth Trust Co has made 11 purchases of ACWI, at an average price of $61.75, for a total of 2.79 Mil shares. In addition, there have been 24 sales at an average price of $80.63 for 1.04 Mil shares. Based on historical transaction data and ACWI's current price of $129.76, Sageworth Trust Co's estimated gain on his ACWI holdings is $138.37 Mil, reflecting a 80.41% gain to date.

Sageworth Trust Co ACWI ($129.76) Holding Chart

Sageworth Trust Co 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 %

Top Ranked Articles

  • 1