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 Q2	$2.84M	Sell	18,122 -8,999	-33%	-$1.37M	2.26%	15
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 New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Shepherd Kaplan Krochuk's ACWI Position: Q2 2026 in Review

Shepherd Kaplan Krochuk reduced its iShares MSCI ACWI ETF (ACWI) stake by 33% in Q2 2026, selling an estimated $1.37M and leaving 18,122 shares worth $2.84M. The position accounts for 2.26% of the portfolio, ranked #15.

Shepherd Kaplan Krochuk first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.87M in Q4 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Shepherd Kaplan Krochuk held 18,122 shares of iShares MSCI ACWI ETF worth $2.84M as of Q2 2026.
Shepherd Kaplan Krochuk sold 8,999 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.37M.
iShares MSCI ACWI ETF made up 2.26% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #15 holding.
Shepherd Kaplan Krochuk first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
Shepherd Kaplan Krochuk's iShares MSCI ACWI ETF position peaked at $3.87M in Q4 2025.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.