iShares MSCI ACWI Index Fund shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in iShares MSCI ACWI Index Fund
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All positions including iShares MSCI ACWI Index Fund held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 15k | 110.13 |
| 2023-12-31 | $1.5M | 15k | 101.77 |
| 2023-09-30 | $1.4M | 15k | 92.37 |
| 2023-06-30 | $1.4M | 15k | 95.94 |
| 2023-03-31 | $1.3M | 15k | 91.16 |
| 2022-12-31 | $1.2M | 14k | 84.88 |
| 2022-09-30 | $1.0M | 13k | 77.81 |
| 2022-06-30 | $1.1M | 13k | 83.92 |
| 2022-03-31 | $1.3M | 13k | 99.80 |
| 2021-12-31 | $1.5M | 14k | 105.88 |
| 2021-09-30 | $1.4M | 14k | 99.92 |
| 2021-06-30 | $1.3M | 13k | 101.17 |
| 2021-03-31 | $1.2M | 13k | 95.18 |
| 2020-12-31 | $1.2M | 13k | 90.70 |
| 2020-09-30 | $1.1M | 13k | 84.88 |
| 2020-06-30 | $910k | 12k | 73.72 |
| 2020-03-31 | $715k | 11k | 62.53 |
| 2019-09-30 | $794k | 11k | 73.76 |
| 2019-06-30 | $792k | 11k | 73.74 |
| 2019-03-31 | $741k | 10k | 72.12 |
| 2018-03-31 | $689k | 689k | 1.00 |
| 2017-12-31 | $726k | 9.5k | 76.49 |