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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
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 $1.66T 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

Oxford Financial Group's ACWI Position: Q1 2026 in Review

Oxford Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.36% in Q1 2026, selling an estimated $103K and leaving 199,172 shares worth $27.6M. The position accounts for 1.48% of the portfolio, ranked #14.

Oxford Financial Group first reported a position in ACWI in Q3 2022 and has held it in 15 quarters since. The position peaked at $29M in Q3 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Oxford Financial Group held 199,172 shares of iShares MSCI ACWI ETF worth $27.6M as of Q1 2026.
  • Oxford Financial Group sold 718 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $103K.
  • iShares MSCI ACWI ETF made up 1.48% of Oxford Financial Group's portfolio in Q1 2026, its #14 holding.
  • Oxford Financial Group first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 15 quarters since.
  • Oxford Financial Group's iShares MSCI ACWI ETF position peaked at $29M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.