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KCM Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

KCM Investment Advisors’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 		$1.87M Hold
11,895
– – 0.06% 170
2026
Q1 		$1.65M Hold
11,895
– – 0.05% 176
2025
Q4 		$1.68M Buy
11,895
+740
+7% +$104K 0.05% 175
2025
Q3 		$1.54M Hold
11,155
– – 0.05% 182
2025
Q2 		$1.43M Hold
11,155
– – 0.05% 181
2025
Q1 		$1.3M Hold
11,155
– – 0.05% 184
2024
Q4 		$1.31M Hold
11,155
– – 0.05% 187
2024
Q3 		$1.33M Hold
11,155
– – 0.05% 190
2024
Q2 		$1.25M Hold
11,155
– – 0.05% 192
2024
Q1 		$1.23M Hold
11,155
– – 0.05% 197
2023
Q4 		$1.14M Hold
11,155
– – 0.05% 200
2023
Q3 		$1.03M Hold
11,155
– – 0.04% 198
2023
Q2 		$1.07M Hold
11,155
– – 0.04% 200
2023
Q1 		$1.02M Hold
11,155
– – 0.04% 211
2022
Q4 		$947K Hold
11,155
– – 0.04% 209
2022
Q3 		$868K Sell
11,155
-6,600
-37% -$570K 0.04% 207
2022
Q2 		$1.49M Hold
17,755
– – 0.07% 183
2022
Q1 		$1.77M Hold
17,755
– – 0.06% 177
2021
Q4 		$1.88M Hold
17,755
– – 0.07% 175
2021
Q3 		$1.77M Hold
17,755
– – 0.07% 169
2021
Q2 		$1.8M Hold
17,755
– – 0.07% 166
2021
Q1 		$1.69M Buy
17,755
+13,195
+289% +$1.24M 0.07% 166
2020
Q4 		$414K Buy
+4,560
New +$390K 0.02% 258

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

KCM Investment Advisors's ACWI Position: Q2 2026 in Review

KCM Investment Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 11,895 shares worth $1.87M. The position accounts for 0.06% of the portfolio, ranked #170.

KCM Investment Advisors first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q4 2021. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • KCM Investment Advisors held 11,895 shares of iShares MSCI ACWI ETF worth $1.87M as of Q2 2026.
  • KCM Investment Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.06% of KCM Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • KCM Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • KCM Investment Advisors's iShares MSCI ACWI ETF position peaked at $1.88M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.