ACWI — ISHARES TR

Ownership history in OXFORD FINANCIAL GROUP, LTD. LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which OXFORD FINANCIAL GROUP, LTD. LLC reported a position in ISHARES TR (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.23% (2022 Q4)
Avg. % of fund
1.71%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 199,890 -10,198 -4.9% 1.55% $28.3M $141.49
2025 Q3 REDUCED 210,088 -8,380 -3.8% 1.64% $29.0M $137.04
2025 Q2 REDUCED 218,468 -6,161 -2.7% 1.67% $28.1M $127.48
2025 Q1 REDUCED 224,629 -12,338 -5.2% 1.83% $26.1M $114.49
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWI price (monthly, adj. close)

Other funds also holding ACWI

As of 2025 Q4 — sorted by position size

Mass General Brigham, Inc 3Y 7Y 80.62% Granger Management LLC 3Y 69.49% HF Capital, LLC 44.67% Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 3Y 7Y 43.03% Verger Capital Management LLC 3Y 7Y 25.81% BRANDYWINE MANAGERS, LLC 3Y 7Y 20.54% P/E Global LLC 3Y 18.0% DIMENSION CAPITAL MANAGEMENT LLC 3Y 7Y 16.89% Topor & Co. Korea 16.46% Centerstone Investors, LLC 3Y 7Y 16.45%
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