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RDA Financial Network’s iShares MSCI ACWI ETF ACWI Stock Holding History

RDA Financial Network’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 		$3.64M Buy
23,219
+552
+2% +$84.3K 0.79% 33
2026
Q1 		$3.14M Buy
22,667
+371
+2% +$53.3K 0.78% 28
2025
Q4 		$3.15M Sell
22,296
-409
-2% -$57.4K 0.76% 28
2025
Q3 		$3.14M Sell
22,705
-731
-3% -$97.1K 0.77% 27
2025
Q2 		$3.01M Buy
23,436
+183
+0.8% +$21.9K 0.81% 27
2025
Q1 		$2.71M Buy
23,253
+29
+0.1% +$3.48K 0.81% 31
2024
Q4 		$2.73M Sell
23,224
-3,213
-12% -$386K 0.8% 30
2024
Q3 		$3.16M Buy
26,437
+4,180
+19% +$479K 0.98% 24
2024
Q2 		$2.5M Sell
22,257
-784
-3% -$86.2K 0.82% 30
2024
Q1 		$2.54M Sell
23,041
-216
-0.9% -$22.7K 0.87% 30
2023
Q4 		$2.37M Sell
23,257
-2,053
-8% -$196K 0.9% 28
2023
Q3 		$2.34M Sell
25,310
-647
-2% -$62.1K 1.01% 28
2023
Q2 		$2.49M Sell
25,957
-1,166
-4% -$108K 1.05% 28
2023
Q1 		$2.47M Sell
27,123
-588
-2% -$52.5K 1.13% 24
2022
Q4 		$2.35M Buy
27,711
+55
+0.2% +$4.63K 1.18% 21
2022
Q3 		$2.15M Buy
27,656
+419
+2% +$36.2K 1.18% 21
2022
Q2 		$2.29M Buy
27,237
+341
+1% +$31K 1.15% 22
2022
Q1 		$2.68M Buy
26,896
+158
+0.6% +$15.7K 1.13% 22
2021
Q4 		$2.83M Buy
26,738
+897
+3% +$93.7K 1.15% 24
2021
Q3 		$2.58M Buy
25,841
+2,023
+8% +$208K 1.14% 29
2021
Q2 		$2.41M Sell
23,818
-251
-1% -$25K 1.06% 31
2021
Q1 		$2.29M Buy
24,069
+316
+1% +$29.7K 0.98% 31
2020
Q4 		$2.15M Sell
23,753
-1,351
-5% -$115K 0.97% 31
2020
Q3 		$2.01M Sell
25,104
-3,465
-12% -$274K 0.91% 31
2020
Q2 		$2.11M Sell
28,569
-26,350
-48% -$1.84M 1.05% 21
2020
Q1 		$3.44M Buy
54,919
+6,737
+14% +$499K 2.07% 9
2019
Q4 		$3.83M Buy
48,182
+4,095
+9% +$313K 1.56% 11
2019
Q3 		$3.41M Sell
44,087
-279
-0.6% -$20.4K 1.46% 11
2019
Q2 		$3.29M Buy
44,366
+21,234
+92% +$1.55M 1.48% 11
2019
Q1 		$1.71M Buy
+23,132
New +$1.61M 0.81% 24

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

RDA Financial Network's ACWI Position: Q2 2026 in Review

RDA Financial Network increased its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q2 2026, buying an estimated $84.3K and bringing the position to 23,219 shares worth $3.64M. The position accounts for 0.79% of the portfolio, ranked #33.

RDA Financial Network first reported a position in ACWI in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.83M in Q4 2019. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • RDA Financial Network held 23,219 shares of iShares MSCI ACWI ETF worth $3.64M as of Q2 2026.
  • RDA Financial Network bought 552 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $84.3K.
  • iShares MSCI ACWI ETF made up 0.79% of RDA Financial Network's portfolio in Q2 2026, its #33 holding.
  • RDA Financial Network first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares MSCI ACWI ETF position peaked at $3.83M in Q4 2019.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.