WesMark Tactical Opportunity Fund ACWX Holdings History
WesMark Tactical Opportunity Fund's iShares MSCI ACWI Ex US Index Fund Holding Summary
As of 2025-03-31, WESMARK FUNDS held 59,137.00 shares of iShares MSCI ACWI Ex US Index Fund(ACWX), totaling $3.28 Mil. This investment constitutes 7.18% of their stock portfolio, and WESMARK FUNDS now holds 0.06% of the outstanding iShares MSCI ACWI Ex US Index Fund(ACWX) stock.
The initial trade took place in 2023Q1. And since then WesMark Tactical Opportunity Fund has made 5 purchases of ACWX, at an average price of $51.41, for a total of 59,137.00 shares. Based on historical transaction data and ACWX's current price of $62.62, WesMark Tactical Opportunity Fund's estimated gain on his ACWX holdings is $662,959.87, reflecting a 21.81% gain to date.
WesMark Tactical Opportunity Fund ACWX ($62.62) Holding Chart
WesMark Tactical Opportunity Fund ACWX ($62.62) 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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