Summit Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $510K | Hold |
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|
2022
Q4 | $476K | Sell |
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|
2022
Q3 | $495K | Hold |
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|
2022
Q2 | $557K | Hold |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $603K | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $781K | Buy |
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