Summit Financial Strategies, Inc. Ishares Msci Acwi ETF Transaction History

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025

A detailed history of Summit Financial Strategies, Inc. transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,351 shares of ACWI stock, worth $329,328. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,351
Previous 2,351 -0.0%
Holding current value
$329,328
Previous $302,000 7.62%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$103.59 - $128.6 $28,487 - $35,365
275 Added 13.25%
2,351 $302,000
Q1 2025

May 12, 2025
SELL
$115.16 - $124.13 $115 - $124
-1 Reduced 0.05%
2,076 $241,000
Q4 2024

Jan 22, 2025
BUY
$117.05 - $123.03 $117 - $123
1 Added 0.05%
2,077 $244,000
Q3 2024

Oct 16, 2024
SELL
$107.24 - $119.84 $24,665 - $27,563
-230 Reduced 9.97%
2,076 $248,000
Q2 2023

Jul 21, 2023
BUY
$90.5 - $96.36 $208,693 - $222,206
2,306 New
2,306 $221,000

Others Institutions Holding ACWI

# of Institutions
862
Shares Held
71.7M
Call Options Held
179K
Put Options Held
257K
View Full List

About ISHARES MSCI ACWI ETF

ACWI Quotes by TradingView
  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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