Summit Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $674K | Hold |
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|
2024
Q3 | $686K | Buy |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $563K | Hold |
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|
2023
Q4 | $520K | Hold |
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|
2023
Q3 | $472K | Hold |
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|
2023
Q2 | $491K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $557K | Hold |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $713K | Buy |
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|
2021
Q4 | $500K | Sell |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $335K | Buy |
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|
2020
Q4 | $310K | Sell |
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|
2020
Q3 | $276K | Sell |
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|
2020
Q2 | $269K | Buy |
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