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iShares MSCI ACWI ex US Index Fund shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in iShares MSCI ACWI ex US Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI ex US 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 ex US Index Fund by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $331k 6.2k 53.39
2023-09-30 $291k 6.2k 47.01
2023-06-30 $305k 6.2k 49.22
2023-03-31 $317k 6.5k 48.77
2022-12-31 $311k 6.8k 45.50
2022-09-30 $273k 6.8k 40.00
2022-06-30 $307k 6.8k 44.98
2022-03-31 $357k 6.8k 52.31
2021-12-31 $371k 6.7k 55.55
2021-09-30 $276k 5.0k 55.32
2021-06-30 $287k 5.0k 57.53