iShares MSCI ACWI Index Fund shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in iShares MSCI ACWI Index Fund
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All positions including iShares MSCI ACWI Index Fund held by Summit Wealth Partners 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 Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $686k | 5.7k | 119.55 |
| 2024-06-30 | $575k | 5.1k | 112.40 |
| 2024-03-31 | $563k | 5.1k | 110.13 |
| 2023-12-31 | $520k | 5.1k | 101.77 |
| 2023-09-30 | $472k | 5.1k | 92.37 |
| 2023-06-30 | $491k | 5.1k | 95.94 |
| 2023-03-31 | $481k | 5.3k | 91.16 |
| 2022-12-31 | $521k | 6.1k | 84.88 |
| 2022-09-30 | $557k | 7.2k | 77.83 |
| 2022-06-30 | $600k | 7.2k | 83.89 |
| 2022-03-31 | $713k | 7.1k | 99.78 |
| 2021-12-31 | $500k | 4.7k | 105.77 |
| 2021-09-30 | $482k | 4.8k | 99.92 |
| 2021-06-30 | $476k | 4.7k | 101.19 |
| 2021-03-31 | $335k | 3.5k | 95.15 |
| 2020-12-31 | $310k | 3.4k | 90.72 |
| 2020-09-30 | $276k | 3.5k | 79.93 |
| 2020-06-30 | $269k | 3.6k | 73.72 |