iShares MSCI ACWI Index Fund shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in iShares MSCI ACWI Index Fund
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All positions including iShares MSCI ACWI Index Fund held by Summit Financial Strategies 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 Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $248k | 2.1k | 119.55 |
| 2024-06-30 | $259k | 2.3k | 112.40 |
| 2024-03-31 | $254k | 2.3k | 110.13 |
| 2023-09-30 | $213k | 2.3k | 92.37 |
| 2023-06-30 | $221k | 2.3k | 95.94 |
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