Summit Global Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Summit Global Investments’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
2023 Q2	–	Sell	-9,322	Closed	-$850K	–	519
2023 Q1	$850K	Buy	+9,322	New	+$832K	0.07%	272
2022 Q4	–	Sell	-7,100	Closed	-$553K	–	455
2022 Q3	$553K	Buy	+7,100	New	+$613K	0.05%	294
2021 Q4	–	Sell	-13,100	Closed	-$1.31M	–	537
2021 Q3	$1.31M	Sell	13,100 -951	-7%	-$97.6K	0.1%	172
2021 Q2	$1.42M	Buy	14,051 +2,945	+27%	+$293K	0.09%	171
2021 Q1	$1.06M	Buy	+11,106	New	+$1.04M	0.07%	188

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Summit Global Investments's ACWI Position: Q2 2023 in Review

Summit Global Investments sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2023, closing a stake of 9,322 shares — an estimated $850K sold.

Summit Global Investments first reported a position in ACWI in Q1 2021 and held it in 5 quarters. The position peaked at $1.42M in Q2 2021. 599 funds tracked by Wall St. Rank hold ACWI as of Q2 2023.

Summit Global Investments reported no remaining iShares MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
Summit Global Investments sold 9,322 iShares MSCI ACWI ETF shares in Q2 2023, an estimated $850K.
Summit Global Investments first reported a position in iShares MSCI ACWI ETF in Q1 2021 and held it in 5 quarters.
Summit Global Investments's iShares MSCI ACWI ETF position peaked at $1.42M in Q2 2021.
599 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2023.

Based on Summit Global Investments's 13F filing for Q2 2023, filed 19 Jul 2023.