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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Frank Rimerman Advisors's ACWI Position: Q1 2026 in Review

Frank Rimerman Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 44,053 shares worth $6.1M. The position accounts for 0.4% of the portfolio, ranked #37.

Frank Rimerman Advisors first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.23M in Q4 2025. 798 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Frank Rimerman Advisors held 44,053 shares of iShares MSCI ACWI ETF worth $6.1M as of Q1 2026.
  • Frank Rimerman Advisors left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ETF made up 0.4% of Frank Rimerman Advisors's portfolio in Q1 2026, its #37 holding.
  • Frank Rimerman Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
  • Frank Rimerman Advisors's iShares MSCI ACWI ETF position peaked at $6.23M in Q4 2025.
  • 798 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.