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 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 $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Oak Family Advisors's ACWI Position: Q1 2026 in Review

Oak Family Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 16% in Q1 2026, selling an estimated $470K and leaving 17,285 shares worth $2.39M. The position accounts for 0.67% of the portfolio, ranked #46.

Oak Family Advisors first reported a position in ACWI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.83M in Q2 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Oak Family Advisors held 17,285 shares of iShares MSCI ACWI ETF worth $2.39M as of Q1 2026.
Oak Family Advisors sold 3,267 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $470K.
iShares MSCI ACWI ETF made up 0.67% of Oak Family Advisors's portfolio in Q1 2026, its #46 holding.
Oak Family Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 8 quarters since.
Oak Family Advisors's iShares MSCI ACWI ETF position peaked at $5.83M in Q2 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.