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 Q3	$2.01M	Buy	26,546 +1,511	+6%	+$115K	1.27%	18
2026 Q2	$1.91M	Buy	25,035 +155	+0.6%	+$11.5K	1.25%	17
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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

DKM Wealth Management's ACWX Position: Q3 2026 in Review

DKM Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 6% in Q3 2026, buying an estimated $115K and bringing the position to 26,546 shares worth $2.01M. The position accounts for 1.27% of the portfolio, ranked #18.

DKM Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 8 quarters since. 253 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

DKM Wealth Management held 26,546 shares of iShares MSCI ACWI ex US ETF worth $2.01M as of Q3 2026.
DKM Wealth Management bought 1,511 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $115K.
iShares MSCI ACWI ex US ETF made up 1.27% of DKM Wealth Management's portfolio in Q3 2026, its #18 holding.
DKM Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 8 quarters since.
253 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.