RK
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Rather & Kittrell’s iShares MSCI ACWI ETF ACWI Stock Holding History

Rather & Kittrell’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 		$626K Sell
3,990
-1
-0% -$153 0.09% 71
2026
Q1 		$552K Sell
3,991
-70
-2% -$10.1K 0.09% 69
2025
Q4 		$575K Sell
4,061
-245
-6% -$34.4K 0.09% 70
2025
Q3 		$595K Sell
4,306
-521
-11% -$69.2K 0.1% 67
2025
Q2 		$621K Sell
4,827
-29
-0.6% -$3.48K 0.12% 57
2025
Q1 		$565K Sell
4,856
-15
-0.3% -$1.8K 0.12% 57
2024
Q4 		$572K Sell
4,871
-10
-0.2% -$1.2K 0.13% 57
2024
Q3 		$584K Hold
4,881
– – 0.14% 54
2024
Q2 		$549K Hold
4,881
– – 0.15% 53
2024
Q1 		$538K Sell
4,881
-285
-6% -$29.9K 0.16% 55
2023
Q4 		$526K Sell
5,166
-76
-1% -$7.27K 0.18% 47
2023
Q3 		$484K Hold
5,242
– – 0.2% 45
2023
Q2 		$503K Sell
5,242
-864
-14% -$80.2K 0.21% 45
2023
Q1 		$557K Buy
6,106
+110
+2% +$9.81K 0.25% 42
2022
Q4 		$509K Hold
5,996
– – 0.27% 44
2022
Q3 		$466K Sell
5,996
-90
-1% -$7.78K 0.49% 43
2022
Q2 		$510K Buy
6,086
+543
+10% +$49.4K 0.56% 34
2022
Q1 		$553K Sell
5,543
-19
-0.3% -$1.89K 0.54% 30
2021
Q4 		$588K Buy
+5,562
New +$581K 0.52% 29

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

Rather & Kittrell's ACWI Position: Q2 2026 in Review

Rather & Kittrell reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.03% in Q2 2026, selling an estimated $153 and leaving 3,990 shares worth $626K. The position accounts for 0.09% of the portfolio, ranked #71.

Rather & Kittrell first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Rather & Kittrell held 3,990 shares of iShares MSCI ACWI ETF worth $626K as of Q2 2026.
  • Rather & Kittrell sold 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up 0.09% of Rather & Kittrell's portfolio in Q2 2026, its #71 holding.
  • Rather & Kittrell first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.