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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Dynamic Advisor Solutions's ACWX Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 15% in Q2 2026, buying an estimated $133K and bringing the position to 14,144 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #472.

Dynamic Advisor Solutions first reported a position in ACWX in Q2 2023 and has held it in 10 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Dynamic Advisor Solutions held 14,144 shares of iShares MSCI ACWI ex US ETF worth $1.08M as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,794 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $133K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #472 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 10 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.