Frank Rimerman Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Hold |
4,829
| – | – | 0.02% | 459 |
|
|
2025
Q1 | $268K | Hold |
4,829
| – | – | 0.02% | 437 |
|
|
2024
Q4 | $252K | Hold |
4,829
| – | – | 0.02% | 455 |
|
|
2024
Q3 | $276K | Hold |
4,829
| – | – | 0.02% | 440 |
|
|
2024
Q2 | $257K | Hold |
4,829
| – | – | 0.02% | 478 |
|
|
2024
Q1 | $258K | Hold |
4,829
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $246K | Hold |
4,829
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $227K | Hold |
4,829
| – | – | 0.05% | 93 |
|
|
2023
Q2 | $238K | Hold |
4,829
| – | – | 0.06% | 97 |
|
|
2023
Q1 | $236K | Hold |
4,829
| – | – | 0.07% | 96 |
|
|
2022
Q4 | $220K | Buy |
+4,829
| New | +$220K | 0.07% | 87 |
|
|
2022
Q3 | – | Sell |
-4,829
| Closed | -$217K | – | 94 |
|
|
2022
Q2 | $217K | Sell |
4,829
-235
| -5% | -$10.6K | 0.08% | 78 |
|
|
2022
Q1 | $265K | Hold |
5,064
| – | – | 0.08% | 108 |
|
|
2021
Q4 | $282K | Hold |
5,064
| – | – | 0.09% | 99 |
|
|
2021
Q3 | $281K | Hold |
5,064
| – | – | 0.11% | 89 |
|
|
2021
Q2 | $291K | Hold |
5,064
| – | – | 0.11% | 70 |
|
|
2021
Q1 | $279K | Hold |
5,064
| – | – | 0.12% | 71 |
|
|
2020
Q4 | $269K | Buy |
+5,064
| New | +$269K | 0.12% | 79 |
|