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Summit Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Summit Wealth Partners’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
2026
Q2 		$803K Hold
5,113
– – 0.11% 132
2026
Q1 		$707K Hold
5,113
– – 0.11% 129
2025
Q4 		$723K Hold
5,113
– – 0.13% 100
2025
Q3 		$707K Hold
5,113
– – 0.13% 110
2025
Q2 		$658K Hold
5,113
– – 0.13% 113
2025
Q1 		$595K Sell
5,113
-622
-11% -$74.5K 0.12% 116
2024
Q4 		$674K Hold
5,735
– – 0.14% 105
2024
Q3 		$686K Buy
5,735
+622
+12% +$71.3K 0.13% 115
2024
Q2 		$575K Hold
5,113
– – 0.12% 119
2024
Q1 		$563K Hold
5,113
– – 0.12% 119
2023
Q4 		$520K Hold
5,113
– – 0.12% 117
2023
Q3 		$472K Hold
5,113
– – 0.12% 114
2023
Q2 		$491K Sell
5,113
-160
-3% -$14.8K 0.12% 106
2023
Q1 		$481K Sell
5,273
-860
-14% -$76.7K 0.12% 105
2022
Q4 		$521K Sell
6,133
-1,017
-14% -$85.6K 0.14% 105
2022
Q3 		$557K Hold
7,150
– – 0.16% 80
2022
Q2 		$600K Buy
7,150
+1
+0% +$91 0.16% 76
2022
Q1 		$713K Buy
7,149
+2,426
+51% +$242K 0.16% 75
2021
Q4 		$500K Sell
4,723
-98
-2% -$10.2K 0.11% 95
2021
Q3 		$482K Buy
4,821
+120
+3% +$12.3K 0.11% 91
2021
Q2 		$476K Buy
4,701
+1,180
+34% +$118K 0.11% 95
2021
Q1 		$335K Buy
3,521
+100
+3% +$9.39K 0.09% 112
2020
Q4 		$310K Sell
3,421
-30
-0.9% -$2.56K 0.08% 111
2020
Q3 		$276K Sell
3,451
-196
-5% -$15.5K 0.08% 124
2020
Q2 		$269K Buy
+3,647
New +$254K 0.09% 119

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Summit Wealth Partners's ACWI Position: Q2 2026 in Review

Summit Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 5,113 shares worth $803K. The position accounts for 0.11% of the portfolio, ranked #132.

Summit Wealth Partners first reported a position in ACWI in Q2 2020 and has held it in 25 quarters since. 399 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Summit Wealth Partners held 5,113 shares of iShares MSCI ACWI ETF worth $803K as of Q2 2026.
  • Summit Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.11% of Summit Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Summit Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 25 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.