Frank Rimerman Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.67M | Hold |
|
|||||
|
2025
Q1 | $5.13M | Hold |
|
|||||
|
2024
Q4 | $5.18M | Sell |
|
|||||
|
2024
Q3 | $5.29M | Sell |
|
|||||
|
2024
Q2 | $4.99M | Hold |
|
|||||
|
2024
Q1 | $4.89M | Sell |
|
|||||
|
2023
Q4 | $4.53M | Hold |
|
|||||
|
2023
Q3 | $4.12M | Sell |
|
|||||
|
2023
Q2 | $4.29M | Hold |
|
|||||
|
2023
Q1 | $4.08M | Hold |
|
|||||
|
2022
Q4 | $3.8M | Sell |
|
|||||
|
2022
Q3 | $3.56M | Hold |
|
|||||
|
2022
Q2 | $3.84M | Sell |
|
|||||
|
2022
Q1 | $4.84M | Sell |
|
|||||
|
2021
Q4 | $5.17M | Buy |
|
|||||
|
2021
Q3 | $4.61M | Buy |
|
|||||
|
2021
Q2 | $4.65M | Hold |
|
|||||
|
2021
Q1 | $4.37M | Hold |
|
|||||
|
2020
Q4 | $4.17M | Buy |
|