Symmetry Panoramic Tax-Managed Global Equity Fund ACWV Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 47,222.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $5.43 Mil. This investment constitutes 8.02% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.17% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2022Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 3 purchases of ACWV, at an average price of $103.36, for a total of 94,678.00 shares. In addition, there have been 5 sales at an average price of $104.76 for 47,456.00 shares. Based on historical transaction data and ACWV's current price of $118.86, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his ACWV holdings is $798,843.29, reflecting a 8.16% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund ACWV ($118.86) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund ACWV ($118.86) 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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