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iShares MSCI ACWI Index Fund shares owned by Oak Family Advisors

Quarter-by-quarter ownership of iShares MSCI ACWI Index Fund (ACWI) shares owned by Oak Family Advisors from 13F filings

Historical chart of Oak Family Advisors investment in iShares MSCI ACWI Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI Index Fund held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI Index Fund by Oak Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 41k 138.24
2025-06-30 $5.8M 45k 128.60
2025-03-31 $453k 3.9k 116.39
2024-12-31 $1.4M 12k 117.50
2024-09-30 $344k 2.9k 119.55
2024-06-30 $318k 2.8k 112.40