ISHARES TR

Ticker: ACWX CUSIP: 464288240 Class: ETF-EQUITY

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q2 2024
Shares 6,198 Value ($000) $329 Avg Close — Range —
Q1 2024
Shares 6,198 Value ($000) $331 Avg Close — Range —
Q4 2023
Shares 6,198 Value ($000) $316 Avg Close — Range —
Q3 2023
Shares 6,198 Value ($000) $291 Avg Close — Range —
Q2 2023
Shares 6,198 Value ($000) $305 Avg Close — Range —
Q1 2023
Shares 6,500 Value ($000) $317 Avg Close — Range —
Q4 2022
Shares 6,825 Value ($000) $311 Avg Close — Range —
Q3 2022
Shares 6,825 Value ($000) $273 Avg Close — Range —
Q2 2022
Shares 6,825 Value ($000) $307 Avg Close — Range —
Q1 2022
Shares 6,825 Value ($000) $357 Avg Close — Range —
Q4 2021
Shares 6,679 Value ($000) $371 Avg Close — Range —
Q3 2021
Shares 4,989 Value ($000) $276 Avg Close — Range —
Q2 2021
Shares 4,989 Value ($000) $287 Avg Close — Range —