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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.88M Sell
14,610
-1,926
-12% -$248K 0.04% 301
2025
Q1 		$1.92M Buy
16,536
+5,604
+51% +$652K 0.05% 264
2024
Q4 		$1.28M Buy
+10,932
New +$1.28M 0.05% 273