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

Oppenheimer & Co’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
Q3 		– Sell
-3,293
Closed -$201K – 1648
2025
Q2 		$201K Buy
+3,293
New +$190K ﹤0.01% 1502

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oppenheimer & Co's ACWX Position: Q3 2025 in Review

Oppenheimer & Co sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2025, closing a stake of 3,293 shares — an estimated $201K sold.

Oppenheimer & Co first reported a position in ACWX in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 550 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.

  • Oppenheimer & Co reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 3,293 iShares MSCI ACWI ex US ETF shares in Q3 2025, an estimated $201K.
  • Oppenheimer & Co first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and held it in 1 quarter.
  • Oppenheimer & Co's iShares MSCI ACWI ex US ETF position peaked at $201K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.

Based on Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.