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

Oak Harbor Wealth Partners’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	$76.1K	Hold	1,000	–	–	0.03%	166
2026 Q1	$68.5K	Hold	1,000	–	–	0.02%	214
2025 Q4	$67.1K	Hold	1,000	–	–	0.02%	216
2025 Q3	$65K	Hold	1,000	–	–	0.02%	217
2025 Q2	$60.9K	Hold	1,000	–	–	0.02%	212
2025 Q1	$55.5K	Sell	1,000 -300	-23%	-$16.5K	0.02%	216
2024 Q4	$67.8K	Hold	1,300	–	–	0.02%	189
2024 Q3	$74.4K	Hold	1,300	–	–	0.02%	183
2024 Q2	$69.1K	Hold	1,300	–	–	0.02%	181
2024 Q1	$69.4K	Hold	1,300	–	–	0.02%	187
2023 Q4	$66.4K	Hold	1,300	–	–	0.02%	182
2023 Q3	$61.1K	Hold	1,300	–	–	0.02%	184
2023 Q2	$64K	Hold	1,300	–	–	0.02%	190
2023 Q1	$63.4K	Hold	1,300	–	–	0.02%	183
2022 Q4	$59.1K	Sell	1,300 -4,520	-78%	-$198K	0.02%	180
2022 Q3	$233K	Hold	5,820	–	–	0.09%	138
2022 Q2	$262K	Hold	5,820	–	–	0.1%	129
2022 Q1	$304K	Hold	5,820	–	–	0.1%	128
2021 Q4	$324K	Buy	+5,820	New	+$327K	0.11%	124

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Oak Harbor Wealth Partners's ACWX Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 1,000 shares worth $76.1K. The position accounts for 0.03% of the portfolio, ranked #166.

Oak Harbor Wealth Partners first reported a position in ACWX in Q4 2021 and has held it in 19 quarters since. The position peaked at $324K in Q4 2021. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Oak Harbor Wealth Partners held 1,000 shares of iShares MSCI ACWI ex US ETF worth $76.1K as of Q2 2026.
Oak Harbor Wealth Partners left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.03% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #166 holding.
Oak Harbor Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $324K in Q4 2021.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.