ISHARES TR

Ticker: ACWI CUSIP: 464288257 Class: MSCI ACWI ETF

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 5,113 Value ($000) $723 Avg Close Range
Q3 2025
Shares 5,113 Value ($000) $707 Avg Close Range
Q2 2025
Shares 5,113 Value ($000) $658 Avg Close Range
Q1 2025
Shares 5,113 Value ($000) $595 Avg Close Range
Q4 2024
Shares 5,735 Value ($000) $674 Avg Close Range
Q3 2024
Shares 5,735 Value ($000) $686 Avg Close Range
Q2 2024
Shares 5,113 Value ($000) $575 Avg Close Range
Q1 2024
Shares 5,113 Value ($000) $563 Avg Close Range
Q4 2023
Shares 5,113 Value ($000) $520 Avg Close Range
Q3 2023
Shares 5,113 Value ($000) $472 Avg Close Range
Q2 2023
Shares 5,113 Value ($000) $491 Avg Close Range
Q1 2023
Shares 5,273 Value ($000) $481 Avg Close Range
Q4 2022
Shares 6,133 Value ($000) $521 Avg Close Range
Q3 2022
Shares 7,150 Value ($000) $557 Avg Close Range
Q2 2022
Shares 7,150 Value ($000) $600 Avg Close Range
Q1 2022
Shares 7,149 Value ($000) $713 Avg Close Range
Q4 2021
Shares 4,723 Value ($000) $500 Avg Close Range
Q3 2021
Shares 4,821 Value ($000) $482 Avg Close Range
Q2 2021
Shares 4,701 Value ($000) $476 Avg Close Range
Q1 2021
Shares 3,521 Value ($000) $335 Avg Close Range
Q4 2020
Shares 3,421 Value ($000) $310 Avg Close Range
Q3 2020
Shares 3,451 Value ($000) $276 Avg Close Range
Q2 2020
Shares 3,647 Value ($000) $269 Avg Close Range