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

Oldfather Financial Services’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
2025
Q4 		$861K Buy
12,832
+124
+1% +$8.22K 0.26% 43
2025
Q3 		$826K Sell
12,708
-101
-0.8% -$6.32K 0.26% 38
2025
Q2 		$781K Sell
12,809
-954
-7% -$55.1K 0.27% 39
2025
Q1 		$763K Buy
13,763
+2,055
+18% +$113K 0.29% 39
2024
Q4 		$611K Buy
11,708
+12
+0.1% +$656 0.23% 40
2024
Q3 		$669K Hold
11,696
– – 0.26% 38
2024
Q2 		$621K Buy
11,696
+12
+0.1% +$640 0.26% 37
2024
Q1 		$624K Sell
11,684
-120
-1% -$6.16K 0.26% 38
2023
Q4 		$602K Buy
11,804
+11
+0.1% +$529 0.27% 37
2023
Q3 		$554K Hold
11,793
– – 0.28% 36
2023
Q2 		$580K Buy
11,793
+415
+4% +$20.4K 0.28% 37
2023
Q1 		$555K Buy
11,378
+2,016
+22% +$97.1K 0.29% 38
2022
Q4 		$426K Sell
9,362
-3,872
-29% -$170K 0.24% 43
2022
Q3 		$529K Buy
13,234
+2,628
+25% +$117K 0.33% 37
2022
Q2 		$486K Sell
10,606
-536
-5% -$25.9K 0.28% 39
2022
Q1 		$548K Hold
11,142
– – 0.3% 39
2021
Q4 		$613K Buy
11,142
+13
+0.1% +$731 0.32% 38
2021
Q3 		$645K Hold
11,129
– – 0.33% 38
2021
Q2 		$637K Sell
11,129
-273
-2% -$15.7K 0.35% 36
2021
Q1 		$643K Hold
11,402
– – 0.37% 33
2020
Q4 		$631K Sell
11,402
-699
-6% -$34.7K 0.37% 31
2020
Q3 		$573K Sell
12,101
-69
-0.6% -$3.18K 0.41% 33
2020
Q2 		$557K Buy
12,170
+701
+6% +$28.7K 0.43% 31
2020
Q1 		$456K Sell
11,469
-415
-3% -$18.6K 0.43% 32
2019
Q4 		$575K Buy
+11,884
New +$567K 0.53% 25

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Oldfather Financial Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.98% in Q4 2025, buying an estimated $8.22K and bringing the position to 12,832 shares worth $861K. The position accounts for 0.26% of the portfolio, ranked #43.

Oldfather Financial Services first reported a position in ACWX in Q4 2019 and has held it in 25 quarters since. 603 funds tracked by Wall St. Rank hold ACWX as of Q4 2025.

  • Oldfather Financial Services held 12,832 shares of iShares MSCI ACWI ex US ETF worth $861K as of Q4 2025.
  • Oldfather Financial Services bought 124 iShares MSCI ACWI ex US ETF shares in Q4 2025, an estimated $8.22K.
  • iShares MSCI ACWI ex US ETF made up 0.26% of Oldfather Financial Services's portfolio in Q4 2025, its #43 holding.
  • Oldfather Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 25 quarters since.
  • 603 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2025.

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