Oak Harbor Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Oak Harbor Wealth Partners’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	$415K	Hold	3,000	–	–	0.1%	149
2025 Q4	$424K	Hold	3,000	–	–	0.1%	148
2025 Q3	$415K	Hold	3,000	–	–	0.1%	148
2025 Q2	$386K	Hold	3,000	–	–	0.1%	151
2025 Q1	$349K	Hold	3,000	–	–	0.1%	151
2024 Q4	$353K	Hold	3,000	–	–	0.1%	132
2024 Q3	$359K	Hold	3,000	–	–	0.1%	134
2024 Q2	$337K	Hold	3,000	–	–	0.11%	128
2024 Q1	$330K	Hold	3,000	–	–	0.1%	128
2023 Q4	$305K	Hold	3,000	–	–	0.1%	134
2023 Q3	$277K	Hold	3,000	–	–	0.1%	133
2023 Q2	$288K	Hold	3,000	–	–	0.1%	137
2023 Q1	$273K	Hold	3,000	–	–	0.1%	138
2022 Q4	$255K	Hold	3,000	–	–	0.1%	140
2022 Q3	$233K	Hold	3,000	–	–	0.09%	137
2022 Q2	$252K	Hold	3,000	–	–	0.1%	130
2022 Q1	$299K	Hold	3,000	–	–	0.1%	129
2021 Q4	$317K	Buy	+3,000	New	+$313K	0.11%	126

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 Harbor Wealth Partners's ACWI Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q1 2026 at 3,000 shares worth $415K. The position accounts for 0.1% of the portfolio, ranked #149.

Oak Harbor Wealth Partners first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $424K in Q4 2025. 797 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Oak Harbor Wealth Partners held 3,000 shares of iShares MSCI ACWI ETF worth $415K as of Q1 2026.
Oak Harbor Wealth Partners left its iShares MSCI ACWI ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ETF made up 0.1% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #149 holding.
Oak Harbor Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's iShares MSCI ACWI ETF position peaked at $424K in Q4 2025.
797 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.