Summit X LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Summit X LLC’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
2021 Q1	–	Sell	-82,952	Closed	-$4.4M	–	262
2020 Q4	$4.4M	Buy	+82,952	New	+$4.11M	1.3%	16

Other funds holding ACWX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Summit X LLC's ACWX Position: Q1 2021 in Review

Summit X LLC sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2021, closing a stake of 82,952 shares — an estimated $4.4M sold.

Summit X LLC first reported a position in ACWX in Q4 2020 and held it in 1 quarter. The position peaked at $4.4M in Q4 2020. 339 funds tracked by Wall St. Rank hold ACWX as of Q1 2021.

Summit X LLC reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2021 after selling out during the quarter.
Summit X LLC sold 82,952 iShares MSCI ACWI ex US ETF shares in Q1 2021, an estimated $4.4M.
Summit X LLC first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and held it in 1 quarter.
Summit X LLC's iShares MSCI ACWI ex US ETF position peaked at $4.4M in Q4 2020.
339 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2021.

Based on Summit X LLC's 13F filing for Q1 2021, filed 10 May 2021.