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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
2018
Q3 		– Sell
-41
Closed -$292K – 190
2018
Q2 		$292K Buy
+41
New +$2.97K 0.04% 181

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 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 $206B AUM 31.61% 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 $3.7B AUM 28.52% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

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.