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Richard Pzena

Pzena Investment Management

Richard Pzena iShares MSCI ACWI ex U.S. ETF stake

total: 584

Pzena Investment Management ACWX trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2023 Q4
Held for:
1 quarter
Latest activity:
2024 Q1
According to 2026 Q2 report, Richard Pzena doesn't hold any iShares MSCI ACWI ex U.S. ETF (ACWX) shares. To date, the estimated cost basis is nearly $51.04 for "buy" trades and estimated average "sell" price is $51.04. Pzena Investment Management first purchased ACWX in 2023 Q4, initially acquiring 19,209 shares. Since the initial investment in iShares MSCI ACWI ex U.S. ETF (ACWX), Pzena Investment Management has made 1 more transaction.

When did Richard Pzena sell iShares MSCI ACWI ex U.S. ETF (ACWX)?

Richard Pzena sold off the entire iShares MSCI ACWI ex U.S. ETF (ACWX) position in 2024 Q1.

When did Richard Pzena buy iShares MSCI ACWI ex U.S. ETF (ACWX)?

Richard Pzena first invested in iShares MSCI ACWI ex U.S. ETF (ACWX) in 2023 Q4 at the reported quarter-end price of $51.04 per share.

What's the cost basis of Pzena Investment Management's ACWX stake?

The estimated cost basis for iShares MSCI ACWI ex U.S. ETF (ACWX) stake is around $51.04 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$51.04
Weighted AVG sell price:
$51.04

Richard Pzena's historical trades in iShares MSCI ACWI ex U.S. ETF

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
0.00%
0
$51.04
-100% (-19,209)
-0%
2023 Q4
0.00%
19,209
$51.04
$980,427
new
+0%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.