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Oak Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Oak Associates’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Hold
21,658
– – 0.09% 84
2026
Q1 		$1.48M Hold
21,658
– – 0.1% 87
2025
Q4 		$1.45M Buy
+21,658
New +$1.44M 0.09% 90

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Oak Associates's ACWX Position: Q2 2026 in Review

Oak Associates held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 21,658 shares worth $1.65M. The position accounts for 0.09% of the portfolio, ranked #84.

Oak Associates first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Oak Associates held 21,658 shares of iShares MSCI ACWI ex US ETF worth $1.65M as of Q2 2026.
  • Oak Associates left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.09% of Oak Associates's portfolio in Q2 2026, its #84 holding.
  • Oak Associates first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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