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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DKM Wealth Management's ACWX Position: Q2 2026 in Review

DKM Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.62% in Q2 2026, buying an estimated $11.5K and bringing the position to 25,035 shares worth $1.91M. The position accounts for 1.25% of the portfolio, ranked #17.

DKM Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

DKM Wealth Management held 25,035 shares of iShares MSCI ACWI ex US ETF worth $1.91M as of Q2 2026.
DKM Wealth Management bought 155 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $11.5K.
iShares MSCI ACWI ex US ETF made up 1.25% of DKM Wealth Management's portfolio in Q2 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 7 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.