Stonehearth Capital Management, LLC ACWI Holdings History
Stonehearth Capital Management, LLC's iShares MSCI ACWI Index Fund Holding Summary
As of 2025-03-31, Stonehearth Capital Management, LLC held 2,411.00 shares of iShares MSCI ACWI Index Fund(ACWI), totaling $280,620.00. This investment constitutes 0.12% of their stock portfolio, and Stonehearth Capital Management, LLC now holds 0% of the outstanding iShares MSCI ACWI Index Fund(ACWI) stock.
The initial trade took place in 2023Q4. And since then Stonehearth Capital Management, LLC has made 5 purchases of ACWI, at an average price of $103.71, for a total of 74,771.00 shares. In addition, there have been 1 sales at an average price of $119.81 for 72,360.00 shares. Based on historical transaction data and ACWI's current price of $127.36, Stonehearth Capital Management, LLC's estimated gain on his ACWI holdings is $1.22 Mil, reflecting a 15.76% gain to date.
Stonehearth Capital Management, LLC ACWI ($127.36) Holding Chart
Stonehearth Capital Management, LLC ACWI ($127.36) 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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