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

Summit Financial Strategies’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Sell
2,267
-61
-3% -$9.32K 0.03% 119
2026
Q1 		$322K Sell
2,328
-23
-1% -$3.31K 0.03% 121
2025
Q4 		$333K Hold
2,351
– – 0.03% 118
2025
Q3 		$325K Hold
2,351
– – 0.03% 118
2025
Q2 		$302K Buy
2,351
+275
+13% +$33K 0.03% 120
2025
Q1 		$242K Sell
2,076
-1
-0% -$120 0.02% 124
2024
Q4 		$244K Buy
2,077
+1
+0% +$120 0.03% 125
2024
Q3 		$248K Sell
2,076
-230
-10% -$26.4K 0.03% 127
2024
Q2 		$259K Hold
2,306
– – 0.03% 118
2024
Q1 		$254K Hold
2,306
– – 0.04% 122
2023
Q4 		$235K Hold
2,306
– – 0.04% 126
2023
Q3 		$213K Hold
2,306
– – 0.04% 115
2023
Q2 		$221K Buy
+2,306
New +$214K 0.04% 116

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Summit Financial Strategies's ACWI Position: Q2 2026 in Review

Summit Financial Strategies reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.6% in Q2 2026, selling an estimated $9.32K and leaving 2,267 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #119.

Summit Financial Strategies first reported a position in ACWI in Q2 2023 and has held it in 13 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Summit Financial Strategies held 2,267 shares of iShares MSCI ACWI ETF worth $356K as of Q2 2026.
  • Summit Financial Strategies sold 61 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $9.32K.
  • iShares MSCI ACWI ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #119 holding.
  • Summit Financial Strategies first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 13 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.