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

Oak Family 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	$2.56M	Sell	16,300 -985	-6%	-$150K	0.65%	45
2026 Q1	$2.39M	Sell	17,285 -3,267	-16%	-$470K	0.67%	46
2025 Q4	$2.91M	Sell	20,552 -20,068	-49%	-$2.82M	0.8%	41
2025 Q3	$5.62M	Sell	40,620 -4,699	-10%	-$624K	1.4%	22
2025 Q2	$5.83M	Buy	45,319 +41,429	+1,065%	+$4.97M	1.84%	20
2025 Q1	$453K	Sell	3,890 -8,300	-68%	-$994K	0.15%	64
2024 Q4	$1.43M	Buy	12,190 +9,317	+324%	+$1.12M	0.52%	50
2024 Q3	$343K	Buy	2,873 +45	+2%	+$5.16K	0.11%	104
2024 Q2	$318K	Buy	+2,828	New	+$311K	0.11%	100

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

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

Oak Family Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.7% in Q2 2026, selling an estimated $150K and leaving 16,300 shares worth $2.56M. The position accounts for 0.65% of the portfolio, ranked #45.

Oak Family Advisors first reported a position in ACWI in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.83M in Q2 2025. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Oak Family Advisors held 16,300 shares of iShares MSCI ACWI ETF worth $2.56M as of Q2 2026.
Oak Family Advisors sold 985 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $150K.
iShares MSCI ACWI ETF made up 0.65% of Oak Family Advisors's portfolio in Q2 2026, its #45 holding.
Oak Family Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 9 quarters since.
Oak Family Advisors's iShares MSCI ACWI ETF position peaked at $5.83M in Q2 2025.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.