Summit Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Summit Financial Group’s Portfolio ACWI Stock Details ACWI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$341K	Hold
2023 Q4	$315K	Sell
2023 Q3	$341K	Sell
2023 Q2	$536K	Buy
2023 Q1	$418K	Sell
2022 Q4	$432K	Buy
2022 Q3	$349K	Buy
2022 Q2	$295K	Buy
2022 Q1	$308K	Buy
2021 Q4	$230K	Buy