Oppenheimer & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

Oppenheimer & Co’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 Q3	$606K	Buy	3,816 +17	+0.4%	+$2.7K	0.01%	1132
2026 Q2	$596K	Hold	3,799	–	–	0.01%	1176
2026 Q1	$526K	Buy	3,799 +369	+11%	+$53K	0.01%	1170
2025 Q4	$485K	Buy	3,430 +20	+0.6%	+$2.81K	0.01%	1080
2025 Q3	$471K	Hold	3,410	–	–	0.01%	1196
2025 Q2	$439K	Buy	3,410 +476	+16%	+$57.1K	0.01%	1185
2025 Q1	$341K	Sell	2,934 -1,577	-35%	-$189K	0.01%	1213
2024 Q4	$530K	Buy	4,511 +1,577	+54%	+$189K	0.01%	1042
2024 Q3	$351K	Buy	+2,934	New	+$336K	0.01%	1167

Other funds holding ACWI

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Oppenheimer & Co's ACWI Position: Q3 2026 in Review

Oppenheimer & Co increased its iShares MSCI ACWI ETF (ACWI) stake by 0.45% in Q3 2026, buying an estimated $2.7K and bringing the position to 3,816 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1132.

Oppenheimer & Co first reported a position in ACWI in Q3 2024 and has held it in 9 quarters since. 317 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Oppenheimer & Co held 3,816 shares of iShares MSCI ACWI ETF worth $606K as of Q3 2026.
Oppenheimer & Co bought 17 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $2.7K.
iShares MSCI ACWI ETF made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #1132 holding.
Oppenheimer & Co first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 9 quarters since.
317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.