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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
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 $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Oppenheimer & Co's ACWI Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q1 2026, buying an estimated $53K and bringing the position to 3,799 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #1170.

Oppenheimer & Co first reported a position in ACWI in Q3 2024 and has held it in 7 quarters since. The position peaked at $530K in Q4 2024. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Oppenheimer & Co held 3,799 shares of iShares MSCI ACWI ETF worth $526K as of Q1 2026.
  • Oppenheimer & Co bought 369 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $53K.
  • iShares MSCI ACWI ETF made up 0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1170 holding.
  • Oppenheimer & Co first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 7 quarters since.
  • Oppenheimer & Co's iShares MSCI ACWI ETF position peaked at $530K in Q4 2024.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.