Saxony Capital Management, LLC ACWI Holdings History
Saxony Capital Management, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Saxony Capital Management, LLC held 31,486.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $3.66 Mil. This investment constitutes 3.22% of their stock portfolio, and Saxony Capital Management, LLC now holds 0.02% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2023Q4. And since then Saxony Capital Management, LLC has made 3 purchases of ACWI, at an average price of $102.48, for a total of 43,059.00 shares. In addition, there have been 2 sales at an average price of $113.73 for 11,573.00 shares. Based on historical transaction data and ACWI's current price of $130.35, Saxony Capital Management, LLC's estimated gain on his ACWI holdings is $1.01 Mil, reflecting a 22.84% gain to date.
Saxony Capital Management, LLC ACWI ($130.35) Holding Chart
Saxony Capital Management, LLC ACWI ($130.35) 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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