iShares MSCI ACWI ex US Index Fund shares owned by Summit Financial
Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in iShares MSCI ACWI ex US Index Fund
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Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $257k | 5.0k | 51.04 |
| 2023-09-30 | $248k | 5.3k | 47.01 |
| 2023-06-30 | $254k | 5.2k | 49.22 |
| 2023-03-31 | $510k | 11k | 48.77 |
| 2022-12-31 | $476k | 11k | 45.50 |
| 2022-09-30 | $495k | 12k | 39.98 |
| 2022-06-30 | $557k | 12k | 44.98 |
| 2022-03-31 | $647k | 12k | 52.25 |
| 2021-12-31 | $603k | 11k | 55.64 |
| 2021-09-30 | $1.0M | 18k | 55.41 |
| 2021-06-30 | $1.0M | 18k | 57.51 |
| 2021-03-31 | $1.0M | 18k | 55.19 |
| 2020-12-31 | $781k | 15k | 53.01 |
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