Ishares Inc ctr wld minvl shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Ishares Inc ctr wld minvl
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Quarterly reported holdings in Ishares Inc ctr wld minvl by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $208k | 2.0k | 104.64 |
| 2024-03-31 | $303k | 2.9k | 105.27 |
| 2023-12-31 | $289k | 2.9k | 100.35 |
| 2023-09-30 | $371k | 3.9k | 96.38 |
| 2023-06-30 | $378k | 3.9k | 98.06 |
| 2023-03-31 | $373k | 3.9k | 96.75 |
| 2022-12-31 | $381k | 4.0k | 95.02 |
| 2022-09-30 | $367k | 4.0k | 91.48 |
| 2022-06-30 | $384k | 4.0k | 95.71 |
| 2022-03-31 | $547k | 5.2k | 104.73 |
| 2021-12-31 | $15M | 140k | 107.59 |
| 2021-09-30 | $14M | 140k | 102.73 |
| 2021-06-30 | $14M | 139k | 102.86 |
| 2021-03-31 | $13M | 135k | 96.91 |
| 2020-12-31 | $13M | 139k | 91.91 |
| 2020-09-30 | $12M | 137k | 90.61 |
| 2020-06-30 | $12M | 138k | 88.97 |
| 2020-03-31 | $2.8M | 34k | 82.40 |
| 2019-12-31 | $3.9M | 40k | 97.50 |
| 2019-09-30 | $3.7M | 40k | 94.70 |
| 2019-06-30 | $3.6M | 39k | 92.13 |
More positions owned by Summit Financial Wealth Advisors
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