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O'Connor Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

O'Connor Financial Group’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 		$518K Buy
6,805
+136
+2% +$10.1K 0.18% 41
2026
Q1 		$457K Buy
6,669
+9
+0.1% +$635 0.19% 42
2025
Q4 		$470K Sell
6,660
-216
-3% -$14.3K 0.19% 43
2025
Q3 		$447K Buy
6,876
+181
+3% +$11.3K 0.19% 41
2025
Q2 		$410K Buy
6,695
+1,102
+20% +$63.6K 0.18% 41
2025
Q1 		$310K Buy
5,593
+339
+6% +$18.6K 0.16% 42
2024
Q4 		$274K Buy
5,254
+468
+10% +$25.6K 0.14% 47
2024
Q3 		$274K Sell
4,786
-40
-0.8% -$2.18K 0.14% 43
2024
Q2 		$256K Buy
4,826
+417
+9% +$22.2K 0.15% 43
2024
Q1 		$235K Sell
4,409
-374
-8% -$19.2K 0.14% 40
2023
Q4 		$244K Buy
4,783
+361
+8% +$17.4K 0.15% 49
2023
Q3 		$208K Buy
4,422
+398
+10% +$19.5K 0.14% 50
2023
Q2 		$198K Buy
+4,024
New +$198K 0.14% 50

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

O'Connor Financial Group's ACWX Position: Q2 2026 in Review

O'Connor Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,805 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #41.

O'Connor Financial Group first reported a position in ACWX in Q2 2023 and has held it in 13 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • O'Connor Financial Group held 6,805 shares of iShares MSCI ACWI ex US ETF worth $518K as of Q2 2026.
  • O'Connor Financial Group bought 136 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $10.1K.
  • iShares MSCI ACWI ex US ETF made up 0.18% of O'Connor Financial Group's portfolio in Q2 2026, its #41 holding.
  • O'Connor Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 13 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.