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Granite FO LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Granite FO LLC’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 		$102K Hold
648
– – 0.05% 60
2026
Q1 		$89.7K Sell
648
-647
-50% -$93K 0.05% 63
2025
Q4 		$183K Hold
1,295
– – 0.1% 53
2025
Q3 		$179K Hold
1,295
– – 0.1% 55
2025
Q2 		$167K Hold
1,295
– – 0.09% 54
2025
Q1 		$151K Hold
1,295
– – 0.09% 56
2024
Q4 		$152K Hold
1,295
– – 0.09% 59
2024
Q3 		$155K Buy
+1,295
New +$148K 0.09% 58
2024
Q2 		– Sell
-1,295
Closed -$150K – 52
2024
Q1 		$150K Hold
1,295
– – 0.09% 61
2023
Q4 		$132K Sell
1,295
-60
-4% -$5.74K 0.09% 67
2023
Q3 		$125K Hold
1,355
– – 0.09% 64
2023
Q2 		$130K Hold
1,355
– – 0.09% 68
2023
Q1 		$125K Hold
1,355
– – 0.08% 100
2022
Q4 		$122K Buy
+1,355
New +$114K 0.09% 67

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Granite FO LLC's ACWI Position: Q2 2026 in Review

Granite FO LLC held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 648 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #60.

Granite FO LLC first reported a position in ACWI in Q4 2022 and has held it in 14 quarters since. The position peaked at $183K in Q4 2025. 351 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Granite FO LLC held 648 shares of iShares MSCI ACWI ETF worth $102K as of Q2 2026.
  • Granite FO LLC left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.05% of Granite FO LLC's portfolio in Q2 2026, its #60 holding.
  • Granite FO LLC first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 14 quarters since.
  • Granite FO LLC's iShares MSCI ACWI ETF position peaked at $183K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.