Summit Trail Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Summit Trail Advisors’s Portfolio ACWX Stock Details ACWX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$707K	Buy
2023 Q4	–	Sell
2023 Q3	$910K	Hold
2023 Q2	$952K	Buy
2023 Q1	$942K	Hold
2022 Q4	$879K	Buy
2022 Q3	$703K	Hold
2022 Q2	$790K	Hold
2022 Q1	$918K	Buy
2018 Q1	–	Sell
2017 Q4	$8K	Buy