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

Oak Family Advisors’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 		$3.43M Sell
45,126
-1,630
-3% -$121K 0.88% 35
2026
Q1 		$3.2M Buy
46,756
+614
+1% +$43.3K 0.9% 39
2025
Q4 		$3.1M Sell
46,142
-1,718
-4% -$114K 0.85% 38
2025
Q3 		$3.11M Buy
47,860
+1,750
+4% +$109K 0.78% 40
2025
Q2 		$2.81M Buy
46,110
+9,227
+25% +$533K 0.89% 36
2025
Q1 		$2.05M Buy
36,883
+1,125
+3% +$61.8K 0.69% 42
2024
Q4 		$1.87M Sell
35,758
-253
-0.7% -$13.8K 0.68% 46
2024
Q3 		$2.06M Buy
36,011
+650
+2% +$35.4K 0.63% 41
2024
Q2 		$1.88M Buy
35,361
+11
+0% +$587 0.64% 41
2024
Q1 		$1.89M Buy
35,350
+2,930
+9% +$150K 0.73% 43
2023
Q4 		$1.65M Buy
32,420
+58
+0.2% +$2.79K 0.7% 42
2023
Q3 		$1.52M Hold
32,362
– – 0.72% 40
2023
Q2 		$1.59M Buy
32,362
+638
+2% +$31.4K 0.75% 38
2023
Q1 		$1.55M Buy
31,724
+1,270
+4% +$61.2K 0.76% 39
2022
Q4 		$1.39M Sell
30,454
-5,670
-16% -$249K 0.74% 41
2022
Q3 		$1.45M Sell
36,124
-1,980
-5% -$88.1K 0.77% 35
2022
Q2 		$1.72M Sell
38,104
-4,167
-10% -$202K 0.86% 34
2022
Q1 		$2.21M Buy
42,271
+4,679
+12% +$249K 0.86% 30
2021
Q4 		$2.09M Sell
37,592
-1,966
-5% -$111K 0.78% 33
2021
Q3 		$2.19M Sell
39,558
-1,025
-3% -$58.4K 0.8% 30
2021
Q2 		$2.33M Buy
40,583
+1,401
+4% +$80.4K 0.97% 26
2021
Q1 		$2.16M Buy
39,182
+1,502
+4% +$83K 0.94% 25
2020
Q4 		$2M Buy
+37,680
New +$1.87M 1.03% 22

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 Family Advisors's ACWX Position: Q2 2026 in Review

Oak Family Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.5% in Q2 2026, selling an estimated $121K and leaving 45,126 shares worth $3.43M. The position accounts for 0.88% of the portfolio, ranked #35.

Oak Family Advisors first reported a position in ACWX in Q4 2020 and has held it in 23 quarters since. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Oak Family Advisors held 45,126 shares of iShares MSCI ACWI ex US ETF worth $3.43M as of Q2 2026.
  • Oak Family Advisors sold 1,630 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $121K.
  • iShares MSCI ACWI ex US ETF made up 0.88% of Oak Family Advisors's portfolio in Q2 2026, its #35 holding.
  • Oak Family Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 23 quarters since.
  • 744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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