Number of Shares
822,823.00
Current Holdings Value*
$45.63 Mil
% of Portfolio
9.12%
Total Estimate Gain
$9.72 Mil
% of Total Estimate Gain
20.26%
TLWM's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, TLWM held 822,823.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $45.63 Mil. This investment constitutes 9.12% of their stock portfolio, and TLWM now holds 0.78% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2018Q2. And since then TLWM has made 18 purchases of ACWX, at an average price of $48.74, for a total of 984,806.00 shares. In addition, there have been 10 sales at an average price of $46.45 for 161,983.00 shares. Based on historical transaction data and ACWX's current price of $61.01, TLWM's estimated gain on his ACWX holdings is $9.72 Mil, reflecting a 20.26% gain to date.
TLWM ACWX ($61.01) Holding Chart
TLWM ACWX ($61.01) 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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