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

Summit Wealth Partners’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,252
Closed -$280K – 224
2024
Q1 		$280K Sell
5,252
-905
-15% -$46.5K 0.06% 185
2023
Q4 		$314K Sell
6,157
-151
-2% -$7.27K 0.07% 156
2023
Q3 		$297K Buy
6,308
+85
+1% +$4.16K 0.08% 143
2023
Q2 		$306K Sell
6,223
-888
-12% -$43.7K 0.08% 145
2023
Q1 		$347K Sell
7,111
-3,250
-31% -$157K 0.09% 133
2022
Q4 		$471K Sell
10,361
-738
-7% -$32.4K 0.13% 111
2022
Q3 		$444K Sell
11,099
-754
-6% -$33.5K 0.13% 97
2022
Q2 		$533K Buy
+11,853
New +$574K 0.14% 89

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Wealth Partners's ACWX Position: Q2 2024 in Review

Summit Wealth Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2024, closing a stake of 5,252 shares — an estimated $280K sold.

Summit Wealth Partners first reported a position in ACWX in Q2 2022 and held it in 8 quarters. The position peaked at $533K in Q2 2022. 450 funds tracked by Wall St. Rank hold ACWX as of Q2 2024.

  • Summit Wealth Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 5,252 iShares MSCI ACWI ex US ETF shares in Q2 2024, an estimated $280K.
  • Summit Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and held it in 8 quarters.
  • Summit Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $533K in Q2 2022.
  • 450 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2024.

Based on Summit Wealth Partners's 13F filing for Q2 2024, filed 11 Sep 2024.