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 Q2	–	Sell	-286	Closed	-$19.6K	–	298
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Oxford Financial Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 286 shares — an estimated $19.6K sold.

Oxford Financial Group first reported a position in ACWX in Q4 2023 and held it in 10 quarters. The position peaked at $69.5K in Q4 2023. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Oxford Financial Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
Oxford Financial Group sold 286 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $19.6K.
Oxford Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and held it in 10 quarters.
Oxford Financial Group's iShares MSCI ACWI ex US ETF position peaked at $69.5K in Q4 2023.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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