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Summit Securities Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-200
Closed -$23.5K – 764
2024
Q4 		$23.5K Buy
+200
New +$24K ﹤0.01% 369
2024
Q1 		– Sell
-101
Closed -$10K – 420
2023
Q4 		$10K Buy
+101
New +$9.66K ﹤0.01% 517
2021
Q3 		– Sell
-5,000
Closed -$506K – 671
2021
Q2 		$506K Buy
+5,000
New +$498K 0.04% 385
2020
Q1 		– Sell
-5,500
Closed -$436K – 280
2019
Q4 		$436K Buy
+5,500
New +$421K 0.03% 297
2018
Q3 		– Sell
-5,000
Closed -$356K – 189
2018
Q2 		$356K Buy
+5,000
New +$363K 0.05% 158
2017
Q2 		– Sell
-19,103
Closed -$1.21M – 227
2017
Q1 		$1.21M Buy
+19,103
New +$1.18M 0.35% 58
2016
Q4 		– Sell
-3,598
Closed -$213K – 265
2016
Q3 		$213K Buy
+3,598
New +$210K 0.07% 132
2016
Q2 		– Sell
-21,844
Closed -$1.23M – 245
2016
Q1 		$1.23M Buy
+21,844
New +$1.16M 0.86% 33
2015
Q3 		– Sell
-200
Closed -$12K – 347
2015
Q2 		$12K Buy
+200
New +$12.4K 0.01% 360

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Summit Securities Group's ACWI Position: Q1 2025 in Review

Summit Securities Group sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2025, closing a stake of 200 shares — an estimated $23.5K sold.

Summit Securities Group first reported a position in ACWI in Q2 2015 and held it in 9 quarters. The position peaked at $1.23M in Q1 2016. 681 funds tracked by Wall St. Rank hold ACWI as of Q1 2025.

  • Summit Securities Group reported no remaining iShares MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 200 iShares MSCI ACWI ETF shares in Q1 2025, an estimated $23.5K.
  • Summit Securities Group first reported a position in iShares MSCI ACWI ETF in Q2 2015 and held it in 9 quarters.
  • Summit Securities Group's iShares MSCI ACWI ETF position peaked at $1.23M in Q1 2016.
  • 681 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.