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

Oxford Financial Group’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
2026 Q1	$19.6K	Hold	286	–	–	﹤0.01%	281
2025 Q4	$19.2K	Hold	286	–	–	﹤0.01%	266
2025 Q3	$18.6K	Hold	286	–	–	﹤0.01%	260
2025 Q2	$17.4K	Hold	286	–	–	﹤0.01%	245
2025 Q1	$15.9K	Hold	286	–	–	﹤0.01%	247
2024 Q4	$14.9K	Hold	286	–	–	﹤0.01%	283
2024 Q3	$16.4K	Sell	286 -842	-75%	-$45.9K	﹤0.01%	275
2024 Q2	$59.9K	Hold	1,128	–	–	﹤0.01%	281
2024 Q1	$60.2K	Sell	1,128 -233	-17%	-$12K	﹤0.01%	246
2023 Q4	$69.5K	Buy	+1,361	New	+$65.5K	0.01%	258

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Oxford Financial Group held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 286 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Oxford Financial Group first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $69.5K in Q4 2023. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Oxford Financial Group held 286 shares of iShares MSCI ACWI ex US ETF worth $19.6K as of Q1 2026.
Oxford Financial Group left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #281 holding.
Oxford Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
Oxford Financial Group's iShares MSCI ACWI ex US ETF position peaked at $69.5K in Q4 2023.
702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

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