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

Summit Global Investments’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
2025
Q4 		– Sell
-32,453
Closed -$2.11M – 478
2025
Q3 		$2.11M Buy
32,453
+18,714
+136% +$1.17M 0.12% 101
2025
Q2 		$837K Buy
+13,739
New +$793K 0.05% 227

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Summit Global Investments's ACWX Position: Q4 2025 in Review

Summit Global Investments sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2025, closing a stake of 32,453 shares — an estimated $2.11M sold.

Summit Global Investments first reported a position in ACWX in Q2 2025 and held it in 2 quarters. The position peaked at $2.11M in Q3 2025. 608 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

  • Summit Global Investments reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 32,453 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $2.11M.
  • Summit Global Investments first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and held it in 2 quarters.
  • Summit Global Investments's iShares MSCI ACWI ex US ETF position peaked at $2.11M in Q3 2025.
  • 608 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.