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Shepherd Kaplan Krochuk’s iShares MSCI ACWI ETF ACWI Stock Holding History

Shepherd Kaplan Krochuk’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
Q1 		$3.75M Sell
27,121
-199
-0.7% -$28.6K 3.15% 9
2025
Q4 		$3.87M Buy
27,320
+2
+0% +$281 3.19% 8
2025
Q3 		$3.78M Hold
27,318
– – 3.1% 8
2025
Q2 		$3.51M Buy
27,318
+2
+0% +$240 3.05% 12
2025
Q1 		$3.18M Buy
27,316
+20
+0.1% +$2.4K 2.72% 15
2024
Q4 		$3.21M Buy
27,296
+2
+0% +$240 2.68% 15
2024
Q3 		$3.26M Hold
27,294
– – 2.46% 16
2024
Q2 		$3.07M Buy
27,294
+2
+0% +$220 2.42% 16
2024
Q1 		$3.01M Hold
27,292
– – 2.4% 15
2023
Q4 		$2.78M Buy
+27,292
New +$2.61M 2.26% 17

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Shepherd Kaplan Krochuk's ACWI Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.73% in Q1 2026, selling an estimated $28.6K and leaving 27,121 shares worth $3.75M. The position accounts for 3.15% of the portfolio, ranked #9.

Shepherd Kaplan Krochuk first reported a position in ACWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.87M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Shepherd Kaplan Krochuk held 27,121 shares of iShares MSCI ACWI ETF worth $3.75M as of Q1 2026.
  • Shepherd Kaplan Krochuk sold 199 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $28.6K.
  • iShares MSCI ACWI ETF made up 3.15% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #9 holding.
  • Shepherd Kaplan Krochuk first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
  • Shepherd Kaplan Krochuk's iShares MSCI ACWI ETF position peaked at $3.87M in Q4 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.