FRA
Frank Rimerman Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Hold |
44,053
| – | – | 0.38% | 42 |
|
|
2025
Q1 | $5.13M | Hold |
44,053
| – | – | 0.41% | 39 |
|
|
2024
Q4 | $5.18M | Sell |
44,053
-157
| -0.4% | -$18.4K | 0.38% | 37 |
|
|
2024
Q3 | $5.29M | Sell |
44,210
-190
| -0.4% | -$22.7K | 0.37% | 39 |
|
|
2024
Q2 | $4.99M | Hold |
44,400
| – | – | 0.35% | 37 |
|
|
2024
Q1 | $4.89M | Sell |
44,400
-157
| -0.4% | -$17.3K | 0.94% | 18 |
|
|
2023
Q4 | $4.53M | Hold |
44,557
| – | – | 0.95% | 19 |
|
|
2023
Q3 | $4.12M | Sell |
44,557
-180
| -0.4% | -$16.6K | 1% | 19 |
|
|
2023
Q2 | $4.29M | Hold |
44,737
| – | – | 1.03% | 18 |
|
|
2023
Q1 | $4.08M | Hold |
44,737
| – | – | 1.13% | 17 |
|
|
2022
Q4 | $3.8M | Sell |
44,737
-998
| -2% | -$84.7K | 1.18% | 16 |
|
|
2022
Q3 | $3.56M | Hold |
45,735
| – | – | 1.28% | 16 |
|
|
2022
Q2 | $3.84M | Sell |
45,735
-2,722
| -6% | -$228K | 1.47% | 16 |
|
|
2022
Q1 | $4.84M | Sell |
48,457
-400
| -0.8% | -$39.9K | 1.55% | 13 |
|
|
2021
Q4 | $5.17M | Buy |
48,857
+2,760
| +6% | +$292K | 1.73% | 12 |
|
|
2021
Q3 | $4.61M | Buy |
46,097
+135
| +0.3% | +$13.5K | 1.78% | 13 |
|
|
2021
Q2 | $4.65M | Hold |
45,962
| – | – | 1.82% | 10 |
|
|
2021
Q1 | $4.37M | Hold |
45,962
| – | – | 1.94% | 10 |
|
|
2020
Q4 | $4.17M | Buy |
+45,962
| New | +$4.17M | 1.89% | 10 |
|