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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Frank Rimerman Advisors's ACWI Position: Q2 2026 in Review

Frank Rimerman Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 44,053 shares worth $6.91M. The position accounts for 0.39% of the portfolio, ranked #37.

Frank Rimerman Advisors first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Frank Rimerman Advisors held 44,053 shares of iShares MSCI ACWI ETF worth $6.91M as of Q2 2026.
Frank Rimerman Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.39% of Frank Rimerman Advisors's portfolio in Q2 2026, its #37 holding.
Frank Rimerman Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.