iShares MSCI ACWI Index Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares MSCI ACWI Index Fund
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All positions including iShares MSCI ACWI Index Fund held by Summit Financial 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 Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $341k | 3.1k | 110.13 |
| 2023-12-31 | $315k | 3.1k | 101.77 |
| 2023-09-30 | $341k | 3.7k | 92.37 |
| 2023-06-30 | $536k | 5.6k | 95.94 |
| 2023-03-31 | $418k | 4.6k | 91.16 |
| 2022-12-31 | $432k | 5.1k | 84.96 |
| 2022-09-30 | $349k | 4.5k | 77.81 |
| 2022-06-30 | $295k | 3.5k | 83.93 |
| 2022-03-31 | $308k | 3.1k | 99.84 |
| 2021-12-31 | $230k | 2.2k | 105.99 |