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DKM Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

DKM Wealth 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 		$1.7M Buy
24,880
+6,937
+39% +$489K 1.23% 17
2025
Q4 		$1.2M Buy
17,943
+759
+4% +$50.3K 0.9% 19
2025
Q3 		$1.12M Buy
17,184
+1,024
+6% +$64K 0.9% 20
2025
Q2 		$985K Buy
16,160
+2,750
+21% +$159K 0.85% 18
2025
Q1 		$744K Buy
13,410
+330
+3% +$18.1K 0.72% 20
2024
Q4 		$682K Buy
+13,080
New +$715K 0.65% 21

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DKM Wealth Management's ACWX Position: Q1 2026 in Review

DKM Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 39% in Q1 2026, buying an estimated $489K and bringing the position to 24,880 shares worth $1.7M. The position accounts for 1.23% of the portfolio, ranked #17.

DKM Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • DKM Wealth Management held 24,880 shares of iShares MSCI ACWI ex US ETF worth $1.7M as of Q1 2026.
  • DKM Wealth Management bought 6,937 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $489K.
  • iShares MSCI ACWI ex US ETF made up 1.23% of DKM Wealth Management's portfolio in Q1 2026, its #17 holding.
  • DKM Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.