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Oxford Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Oxford Financial Group’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 		$30.6M Sell
195,063
-4,109
-2% -$628K 1.55% 14
2026
Q1 		$27.6M Sell
199,172
-718
-0.4% -$103K 1.48% 14
2025
Q4 		$28.3M Sell
199,890
-10,198
-5% -$1.43M 1.55% 13
2025
Q3 		$29M Sell
210,088
-8,380
-4% -$1.11M 1.64% 13
2025
Q2 		$28.1M Sell
218,468
-6,161
-3% -$739K 1.67% 12
2025
Q1 		$26.1M Sell
224,629
-12,338
-5% -$1.48M 1.83% 12
2024
Q4 		$27.8M Buy
236,967
+6,465
+3% +$776K 1.8% 12
2024
Q3 		$27.6M Sell
230,502
-7,112
-3% -$815K 1.75% 14
2024
Q2 		$26.7M Sell
237,614
-1,879
-0.8% -$207K 1.76% 13
2024
Q1 		$26.4M Sell
239,493
-18,913
-7% -$1.99M 1.83% 11
2023
Q4 		$26.3M Buy
258,406
+45,503
+21% +$4.35M 1.93% 11
2023
Q3 		$19.7M Sell
212,903
-1,311
-0.6% -$126K 1.7% 14
2023
Q2 		$20.6M Sell
214,214
-875
-0.4% -$81.2K 1.95% 12
2023
Q1 		$19.6M Sell
215,089
-10,449
-5% -$932K 2.2% 13
2022
Q4 		$19.1M Buy
225,538
+218,059
+2,916% +$18.4M 2.23% 12
2022
Q3 		$582K Buy
+7,479
New +$646K 0.09% 88

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

Oxford Financial Group's ACWI Position: Q2 2026 in Review

Oxford Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.1% in Q2 2026, selling an estimated $628K and leaving 195,063 shares worth $30.6M. The position accounts for 1.55% of the portfolio, ranked #14.

Oxford Financial Group first reported a position in ACWI in Q3 2022 and has held it in 16 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Oxford Financial Group held 195,063 shares of iShares MSCI ACWI ETF worth $30.6M as of Q2 2026.
  • Oxford Financial Group sold 4,109 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $628K.
  • iShares MSCI ACWI ETF made up 1.55% of Oxford Financial Group's portfolio in Q2 2026, its #14 holding.
  • Oxford Financial Group first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 16 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.