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Oldfather Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Oldfather Financial Services’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
2025
Q4 		$237K Buy
1,678
+1
+0.1% +$140 0.07% 91
2025
Q3 		$232K Hold
1,677
– – 0.07% 84
2025
Q2 		$216K Buy
+1,677
New +$201K 0.07% 79

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Oldfather Financial Services's ACWI Position: Q4 2025 in Review

Oldfather Financial Services increased its iShares MSCI ACWI ETF (ACWI) stake by 0.06% in Q4 2025, buying an estimated $140 and bringing the position to 1,678 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #91.

Oldfather Financial Services first reported a position in ACWI in Q2 2025 and has held it in 3 quarters since. 808 funds tracked by Wall St. Rank hold ACWI as of Q4 2025.

  • Oldfather Financial Services held 1,678 shares of iShares MSCI ACWI ETF worth $237K as of Q4 2025.
  • Oldfather Financial Services bought 1 iShares MSCI ACWI ETF share in Q4 2025, an estimated $140.
  • iShares MSCI ACWI ETF made up 0.07% of Oldfather Financial Services's portfolio in Q4 2025, its #91 holding.
  • Oldfather Financial Services first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 3 quarters since.
  • 808 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.