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 Q3	$103K	Hold	648	–	–	0.06%	59
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Granite FO LLC's ACWI Position: Q3 2026 in Review

Granite FO LLC held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 648 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #59.

Granite FO LLC first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $183K in Q4 2025. 336 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Granite FO LLC held 648 shares of iShares MSCI ACWI ETF worth $103K as of Q3 2026.
Granite FO LLC left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.06% of Granite FO LLC's portfolio in Q3 2026, its #59 holding.
Granite FO LLC first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's iShares MSCI ACWI ETF position peaked at $183K in Q4 2025.
336 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.