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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Hold	4,829	–	–	0.02%	470
2026 Q1	$331K	Hold	4,829	–	–	0.02%	469
2025 Q4	$324K	Hold	4,829	–	–	0.02%	483
2025 Q3	$314K	Hold	4,829	–	–	0.02%	472
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	+$212K	0.07%	87
2022 Q3	–	Sell	-4,829	Closed	-$217K	–	94
2022 Q2	$217K	Sell	4,829 -235	-5%	-$11.4K	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	+$251K	0.12%	79

Other funds holding ACWX

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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Frank Rimerman Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 4,829 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #470.

Frank Rimerman Advisors first reported a position in ACWX in Q4 2020 and has held it in 22 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Frank Rimerman Advisors held 4,829 shares of iShares MSCI ACWI ex US ETF worth $368K as of Q2 2026.
Frank Rimerman Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #470 holding.
Frank Rimerman Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 22 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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