Birnam Oak Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Birnam Oak Advisors’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	$60.4M	Buy	385,076 +108,276	+39%	+$16.5M	9.81%	1
2026 Q1	$38.3M	Hold	276,800	–	–	8.69%	5
2025 Q4	$39.2M	Hold	276,800	–	–	8.77%	2
2025 Q3	$38.3M	Hold	276,800	–	–	8.79%	2
2025 Q2	$35.6M	Buy	276,800 +2,000	+0.7%	+$240K	10.52%	4
2025 Q1	$32M	Sell	274,800 -6,000	-2%	-$719K	5.79%	5
2024 Q4	$33M	Buy	+280,800	New	+$33.7M	16.01%	1

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

Birnam Oak Advisors's ACWI Position: Q2 2026 in Review

Birnam Oak Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 39% in Q2 2026, buying an estimated $16.5M and bringing the position to 385,076 shares worth $60.4M. The position accounts for 9.81% of the portfolio, ranked #1.

Birnam Oak Advisors first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Birnam Oak Advisors held 385,076 shares of iShares MSCI ACWI ETF worth $60.4M as of Q2 2026.
Birnam Oak Advisors bought 108,276 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.5M.
iShares MSCI ACWI ETF made up 9.81% of Birnam Oak Advisors's portfolio in Q2 2026, its #1 holding.
Birnam Oak Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.