Richardson Capital Management
ACWI icon

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
Q3 		$1.27K Hold
8
– – ﹤0.01% 261
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bernicke Wealth Management
Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Richardson Capital Management's ACWI Position: Q3 2026 in Review

Richardson Capital Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 8 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Richardson Capital Management first reported a position in ACWI in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q3 2025. 445 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Richardson Capital Management held 8 shares of iShares MSCI ACWI ETF worth $1.27K as of Q3 2026.
  • Richardson Capital Management left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Richardson Capital Management's portfolio in Q3 2026, its #261 holding.
  • Richardson Capital Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 5 quarters since.
  • Richardson Capital Management's iShares MSCI ACWI ETF position peaked at $12.2K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Richardson Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.