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
2025 Q2	$302K	Buy
2025 Q1	$242K	Sell
2024 Q4	$244K	Buy
2024 Q3	$248K	Sell
2024 Q2	$259K	Hold
2024 Q1	$254K	Hold
2023 Q4	$235K	Hold
2023 Q3	$213K	Hold
2023 Q2	$221K	Buy