Dimension Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Dimension Capital Management’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	$708K	Buy	10,345 +3,767	+57%	+$266K	0.1%	67
2025 Q4	$442K	Hold	6,578	–	–	0.06%	81
2025 Q3	$428K	Hold	6,578	–	–	0.06%	82
2025 Q2	$401K	Hold	6,578	–	–	0.06%	81
2025 Q1	$365K	Hold	6,578	–	–	0.06%	80
2024 Q4	$343K	Hold	6,578	–	–	0.06%	82
2024 Q3	$376K	Sell	6,578 -2,330	-26%	-$127K	0.07%	76
2024 Q2	$473K	Hold	8,908	–	–	0.1%	69
2024 Q1	$476K	Hold	8,908	–	–	0.09%	67
2023 Q4	$455K	Hold	8,908	–	–	0.09%	69
2023 Q3	$419K	Hold	8,908	–	–	0.1%	57
2023 Q2	$438K	Hold	8,908	–	–	0.09%	66
2023 Q1	$434K	Hold	8,908	–	–	0.1%	66
2022 Q4	$405K	Hold	8,908	–	–	0.09%	71
2022 Q3	$356K	Hold	8,908	–	–	0.09%	79
2022 Q2	$401K	Hold	8,908	–	–	0.09%	75
2022 Q1	$466K	Hold	8,908	–	–	0.09%	76
2021 Q4	$495K	Hold	8,908	–	–	0.09%	72
2021 Q3	$494K	Hold	8,908	–	–	0.1%	72
2021 Q2	$512K	Buy	8,908 +3,388	+61%	+$195K	0.11%	69
2021 Q1	$305K	Hold	5,520	–	–	0.07%	88
2020 Q4	$293K	Sell	5,520 -12,446	-69%	-$617K	0.08%	70
2020 Q3	$826K	Hold	17,966	–	–	0.26%	44
2020 Q2	$777K	Hold	17,966	–	–	0.25%	44
2020 Q1	$677K	Buy	17,966 +5,520	+44%	+$248K	0.25%	44
2019 Q4	$611K	Hold	12,446	–	–	0.18%	61
2019 Q3	$573K	Buy	12,446 +1,380	+12%	+$63.2K	0.2%	59
2019 Q2	$517K	Hold	11,066	–	–	0.17%	64
2019 Q1	$512K	Hold	11,066	–	–	0.22%	60
2018 Q4	$464K	Sell	11,066 -3,964	-26%	-$175K	0.23%	55
2018 Q3	$717K	Hold	15,030	–	–	0.34%	45
2018 Q2	$710K	Hold	15,030	–	–	0.39%	41
2018 Q1	$747K	Sell	15,030 -3,481	-19%	-$177K	0.42%	38
2017 Q4	$925K	Buy	+18,511	New	+$912K	0.58%	32

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 $7.32B AUM 26.67% 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

Dimension Capital Management's ACWX Position: Q1 2026 in Review

Dimension Capital Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 57% in Q1 2026, buying an estimated $266K and bringing the position to 10,345 shares worth $708K. The position accounts for 0.1% of the portfolio, ranked #67.

Dimension Capital Management first reported a position in ACWX in Q4 2017 and has held it in 34 quarters since. The position peaked at $925K in Q4 2017. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Dimension Capital Management held 10,345 shares of iShares MSCI ACWI ex US ETF worth $708K as of Q1 2026.
Dimension Capital Management bought 3,767 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $266K.
iShares MSCI ACWI ex US ETF made up 0.1% of Dimension Capital Management's portfolio in Q1 2026, its #67 holding.
Dimension Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 34 quarters since.
Dimension Capital Management's iShares MSCI ACWI ex US ETF position peaked at $925K in Q4 2017.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.