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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
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 $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Summit Financial's ACWI Position: Q1 2026 in Review

Summit Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 5.2% in Q1 2026, buying an estimated $162K and bringing the position to 22,813 shares worth $3.16M. The position accounts for 0.04% of the portfolio, ranked #443.

Summit Financial first reported a position in ACWI in Q4 2024 and has held it in 6 quarters since. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Summit Financial held 22,813 shares of iShares MSCI ACWI ETF worth $3.16M as of Q1 2026.
  • Summit Financial bought 1,130 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $162K.
  • iShares MSCI ACWI ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #443 holding.
  • Summit Financial first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.