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Richardson Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Richardson Capital Management’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 		$1.26K Hold
8
– – ﹤0.01% 241
2026
Q1 		$1.11K Hold
8
– – ﹤0.01% 383
2025
Q4 		$1.13K Sell
8
-80
-91% -$11.2K ﹤0.01% 231
2025
Q3 		$12.2K Buy
+88
New +$11.7K 0.01% 163

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Richardson Capital Management's ACWI Position: Q2 2026 in Review

Richardson Capital Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 8 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Richardson Capital Management first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.2K in Q3 2025. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Richardson Capital Management held 8 shares of iShares MSCI ACWI ETF worth $1.26K as of Q2 2026.
  • Richardson Capital Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #241 holding.
  • Richardson Capital Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • Richardson Capital Management's iShares MSCI ACWI ETF position peaked at $12.2K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.