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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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return