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

Summit Financial’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 		$4M Buy
25,501
+2,688
+12% +$411K 0.04% 408
2026
Q1 		$3.16M Buy
22,813
+1,130
+5% +$162K 0.04% 443
2025
Q4 		$3.07M Buy
21,683
+1,668
+8% +$234K 0.05% 375
2025
Q3 		$2.77M Buy
20,015
+5,405
+37% +$718K 0.04% 394
2025
Q2 		$1.88M Sell
14,610
-1,926
-12% -$231K 0.04% 301
2025
Q1 		$1.92M Buy
16,536
+5,604
+51% +$671K 0.05% 264
2024
Q4 		$1.28M Buy
+10,932
New +$1.31M 0.05% 273

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Summit Financial's ACWI Position: Q2 2026 in Review

Summit Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 12% in Q2 2026, buying an estimated $411K and bringing the position to 25,501 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #408.

Summit Financial first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Summit Financial held 25,501 shares of iShares MSCI ACWI ETF worth $4M as of Q2 2026.
  • Summit Financial bought 2,688 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $411K.
  • iShares MSCI ACWI ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #408 holding.
  • Summit Financial first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.