Jfg Wealth Management, LLC Ishares Msci Acwi ETF Transaction History

Jfg Wealth Management, LLC

$435 Million
Q4 2024

A detailed history of Jfg Wealth Management, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 13,128 shares of ACWI stock, worth $1.59 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

13,128

Previous 13,578 3.31%

Holding current value

$1.59 Million

Previous $1.62 Million 4.99%

% of portfolio

0.35%

Previous 0.45%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$117.05 - $123.03 $52,672 - $55,363	-450 Reduced 3.31%	13,128 $1.54 Million
Q3 2024 Oct 30, 2024	BUY	$107.24 - $119.84 $1.05 Million - $1.17 Million	9,795 Added 258.92%	13,578 $1.62 Million
Q2 2024 Aug 01, 2024	SELL	$104.54 - $112.83 $36,379 - $39,264	-348 Reduced 8.42%	3,783 $425,000
Q1 2024 May 10, 2024	BUY	$99.79 - $110.15 $12,972 - $14,319	130 Added 3.25%	4,131 $454,000
Q1 2023 May 09, 2023	BUY	$84.9 - $92.93 $339,684 - $371,812	4,001 New	4,001 $364,000

Others Institutions Holding ACWI

# of Institutions

793

Shares Held

79.3M

Call Options Held

257K

Put Options Held

1.84M

View Full List

About ISHARES MSCI ACWI ETF

Ticker ACWI
Sector ETFs
Industry ETFs

More about ACWI

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Jfg Wealth Management, LLC Ishares Msci Acwi ETF Transaction History