Dynamic Advisor Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Dynamic Advisor Solutions’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	$841K	Sell	11,125 -3,019	-21%	-$230K	0.02%	505
2026 Q2	$1.08M	Buy	14,144 +1,794	+15%	+$133K	0.03%	472
2026 Q1	$846K	Buy	12,350 +7,230	+141%	+$510K	0.03%	502
2025 Q4	$344K	Hold	5,120	–	–	0.01%	733
2025 Q3	$333K	Sell	5,120 -7	-0.1%	-$438	0.01%	745
2025 Q2	$312K	Buy	+5,127	New	+$296K	0.01%	731
2024 Q3	–	Sell	-11,177	Closed	-$594K	–	927
2024 Q2	$594K	Buy	11,177 +337	+3%	+$18K	0.02%	586
2024 Q1	$579K	Sell	10,840 -400	-4%	-$20.5K	0.02%	571
2023 Q4	$564K	Buy	11,240 +1	+0%	+$48	0.02%	547
2023 Q3	$528K	Buy	11,239 +73	+0.7%	+$3.57K	0.03%	505
2023 Q2	$550K	Buy	+11,166	New	+$550K	0.03%	463

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Dynamic Advisor Solutions's ACWX Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 21% in Q3 2026, selling an estimated $230K and leaving 11,125 shares worth $841K. The position accounts for 0.02% of the portfolio, ranked #505.

Dynamic Advisor Solutions first reported a position in ACWX in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q2 2026. 160 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Dynamic Advisor Solutions held 11,125 shares of iShares MSCI ACWI ex US ETF worth $841K as of Q3 2026.
Dynamic Advisor Solutions sold 3,019 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $230K.
iShares MSCI ACWI ex US ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #505 holding.
Dynamic Advisor Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 11 quarters since.
Dynamic Advisor Solutions's iShares MSCI ACWI ex US ETF position peaked at $1.08M in Q2 2026.
160 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.