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

Summit Financial Strategies’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,198
Closed -$329K – 150
2024
Q2 		$329K Hold
6,198
– – 0.04% 109
2024
Q1 		$331K Hold
6,198
– – 0.05% 105
2023
Q4 		$316K Hold
6,198
– – 0.05% 108
2023
Q3 		$291K Hold
6,198
– – 0.06% 99
2023
Q2 		$305K Sell
6,198
-302
-5% -$14.9K 0.06% 96
2023
Q1 		$317K Sell
6,500
-325
-5% -$15.7K 0.06% 90
2022
Q4 		$311K Hold
6,825
– – 0.07% 90
2022
Q3 		$273K Hold
6,825
– – 0.06% 98
2022
Q2 		$307K Hold
6,825
– – 0.07% 83
2022
Q1 		$357K Buy
6,825
+146
+2% +$7.78K 0.07% 78
2021
Q4 		$371K Buy
6,679
+1,690
+34% +$95.1K 0.07% 78
2021
Q3 		$276K Hold
4,989
– – 0.05% 98
2021
Q2 		$287K Buy
+4,989
New +$286K 0.06% 95

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Summit Financial Strategies's ACWX Position: Q3 2024 in Review

Summit Financial Strategies sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2024, closing a stake of 6,198 shares — an estimated $329K sold.

Summit Financial Strategies first reported a position in ACWX in Q2 2021 and held it in 13 quarters. The position peaked at $371K in Q4 2021. 460 funds tracked by Wall St. Rank hold ACWX as of Q3 2024.

  • Summit Financial Strategies reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Financial Strategies sold 6,198 iShares MSCI ACWI ex US ETF shares in Q3 2024, an estimated $329K.
  • Summit Financial Strategies first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and held it in 13 quarters.
  • Summit Financial Strategies's iShares MSCI ACWI ex US ETF position peaked at $371K in Q4 2021.
  • 460 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2024.

Based on Summit Financial Strategies's 13F filing for Q3 2024, filed 16 Oct 2024.