Wescott Financial Advisory Group, LLC Ishares Msci Acwi ETF Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 38,482 shares of ACWI stock, worth $4.64 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

38,482

Previous 37,219 3.39%

Holding current value

$4.64 Million

Previous $4.45 Million 1.62%

% of portfolio

0.52%

Previous 0.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$117.05 - $123.03 $147,834 - $155,386	1,263 Added 3.39%	38,482 $4.52 Million
Q3 2024 Nov 12, 2024	BUY	$107.24 - $119.84 $272,175 - $304,153	2,538 Added 7.32%	37,219 $4.45 Million
Q2 2024 Aug 14, 2024	BUY	$104.54 - $112.83 $791,158 - $853,897	7,568 Added 27.91%	34,681 $3.9 Million
Q1 2024 May 13, 2024	BUY	$99.79 - $110.15 $386,287 - $426,390	3,871 Added 16.66%	27,113 $2.99 Million
Q4 2023 Feb 13, 2024	BUY	$88.59 - $102.15 $353,031 - $407,067	3,985 Added 20.69%	23,242 $2.37 Million
Q3 2023 Nov 09, 2023	BUY	$92.02 - $99.39 $89,535 - $96,706	973 Added 5.32%	19,257 $1.78 Million
Q2 2023 Aug 11, 2023	BUY	$90.5 - $96.36 $131,949 - $140,492	1,458 Added 8.67%	18,284 $1.75 Million
Q1 2023 May 10, 2023	BUY	$84.9 - $92.93 $153,244 - $167,738	1,805 Added 12.02%	16,826 $1.53 Million
Q4 2022 Feb 06, 2023	BUY	$77.52 - $89.8 $32,635 - $37,805	421 Added 2.88%	15,021 $1.27 Million
Q3 2022 Nov 14, 2022	BUY	$77.83 - $92.7 $23,349 - $27,810	300 Added 2.1%	14,600 $1.14 Million
Q2 2022 Jul 28, 2022	BUY	$81.93 - $101.4 $116,176 - $143,785	1,418 Added 11.01%	14,300 $1.2 Million
Q1 2022 May 16, 2022	BUY	$92.11 - $106.34 $189,378 - $218,635	2,056 Added 18.99%	12,882 $1.29 Million
Q4 2021 Jan 31, 2022	BUY	$99.52 - $107.23 $280,646 - $302,388	2,820 Added 35.22%	10,826 $1.15 Million
Q3 2021 Oct 29, 2021	SELL	$99.44 - $105.29 $40,869 - $43,274	-411 Reduced 4.88%	8,006 $800,000
Q2 2021 Aug 10, 2021	BUY	$96.39 - $101.59 $114,029 - $120,180	1,183 Added 16.35%	8,417 $860,000
Q1 2021 Jun 25, 2021	BUY	$90.22 - $96.52 $172,320 - $184,353	1,910 Added 35.88%	7,234 $688,000
Q4 2020 Jun 25, 2021	BUY	$78.14 - $90.72 $416,017 - $482,993	5,324 New	5,324 $483,000

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
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Wescott Financial Advisory Group, LLC Ishares Msci Acwi ETF Transaction History