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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Oppenheimer & Co's ACWI Position: Q2 2026 in Review

Oppenheimer & Co held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 3,799 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #1176.

Oppenheimer & Co first reported a position in ACWI in Q3 2024 and has held it in 8 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Oppenheimer & Co held 3,799 shares of iShares MSCI ACWI ETF worth $596K as of Q2 2026.
  • Oppenheimer & Co left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1176 holding.
  • Oppenheimer & Co first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 8 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.