Frank Rimerman Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Frank Rimerman Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.99M	Hold	44,053	–	–	0.39%	39
2026 Q2	$6.91M	Hold	44,053	–	–	0.39%	37
2026 Q1	$6.1M	Hold	44,053	–	–	0.4%	37
2025 Q4	$6.23M	Hold	44,053	–	–	0.4%	40
2025 Q3	$6.09M	Hold	44,053	–	–	0.39%	40
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%	-$18.8K	0.38%	37
2024 Q3	$5.29M	Sell	44,210 -190	-0.4%	-$21.8K	0.37%	39
2024 Q2	$4.99M	Hold	44,400	–	–	0.35%	37
2024 Q1	$4.89M	Sell	44,400 -157	-0.4%	-$16.5K	0.94%	18
2023 Q4	$4.53M	Hold	44,557	–	–	0.95%	19
2023 Q3	$4.12M	Sell	44,557 -180	-0.4%	-$17.3K	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%	-$84K	1.18%	16
2022 Q3	$3.56M	Hold	45,735	–	–	1.28%	16
2022 Q2	$3.84M	Sell	45,735 -2,722	-6%	-$248K	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%	+$288K	1.73%	12
2021 Q3	$4.61M	Buy	46,097 +135	+0.3%	+$13.9K	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	+$3.93M	1.89%	10

Other funds holding ACWI

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Frank Rimerman Advisors's ACWI Position: Q3 2026 in Review

Frank Rimerman Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 44,053 shares worth $6.99M. The position accounts for 0.39% of the portfolio, ranked #39.

Frank Rimerman Advisors first reported a position in ACWI in Q4 2020 and has held it in 24 quarters since. 204 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Frank Rimerman Advisors held 44,053 shares of iShares MSCI ACWI ETF worth $6.99M as of Q3 2026.
Frank Rimerman Advisors left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.39% of Frank Rimerman Advisors's portfolio in Q3 2026, its #39 holding.
Frank Rimerman Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 24 quarters since.
204 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.