Luther King Capital Management (LKCM)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Luther King Capital Management (LKCM)’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	–	Hold	0	–	–	–	118
2026 Q1	–	Hold	0	–	–	–	118
2025 Q4	–	Hold	0	–	–	–	150
2025 Q3	–	Hold	0	–	–	–	158
2025 Q2	–	Hold	0	–	–	–	164
2025 Q1	–	Hold	0	–	–	–	265
2024 Q4	–	Hold	0	–	–	–	279
2024 Q3	–	Hold	0	–	–	–	274
2024 Q2	–	Hold	0	–	–	–	269
2024 Q1	–	Hold	0	–	–	–	246
2023 Q4	–	Hold	0	–	–	–	233
2023 Q3	–	Hold	0	–	–	–	197
2023 Q2	–	Hold	0	–	–	–	203
2023 Q1	–	Hold	0	–	–	–	190
2022 Q4	–	Hold	0	–	–	–	186
2022 Q3	–	Hold	0	–	–	–	165
2022 Q2	–	Hold	0	–	–	–	161
2022 Q1	–	Hold	0	–	–	–	156
2021 Q4	–	Hold	0	–	–	–	151
2021 Q3	–	Hold	0	–	–	–	157
2021 Q2	–	Hold	0	–	–	–	151
2021 Q1	–	Hold	0	–	–	–	154
2020 Q4	–	Hold	0	–	–	–	155
2020 Q3	–	Hold	0	–	–	–	138
2020 Q2	–	Hold	0	–	–	–	143
2020 Q1	–	Hold	0	–	–	–	133
2019 Q4	–	Hold	0	–	–	–	138
2019 Q3	–	Hold	0	–	–	–	137
2019 Q2	–	Hold	0	–	–	–	125
2019 Q1	–	Hold	0	–	–	–	115
2018 Q4	–	Hold	0	–	–	–	111
2018 Q3	–	Sell	-436,705	Closed	-$20.8M	–	106
2018 Q2	$20.6M	Buy	436,705 +27,601	+7%	+$1.37M	0.17%	101
2018 Q1	$20.3M	Buy	409,104 +7,570	+2%	+$385K	0.17%	104
2017 Q4	$20.1M	Buy	401,534 +19,877	+5%	+$980K	0.16%	110
2017 Q3	$18.5M	Sell	381,657 -30,664	-7%	-$1.45M	0.16%	109
2017 Q2	$18.8M	Sell	412,321 -15,551	-4%	-$702K	0.17%	105
2017 Q1	$18.7M	Buy	427,872 +47,313	+12%	+$2M	0.17%	105
2016 Q4	$15.3M	Buy	380,559 +14,206	+4%	+$575K	0.15%	118
2016 Q3	$15.2M	Sell	366,353 -104,410	-22%	-$4.25M	0.15%	122
2016 Q2	$18.3M	Buy	470,763 +1,654	+0.4%	+$65.7K	0.18%	119
2016 Q1	$18.5M	Sell	469,109 -7,898	-2%	-$295K	0.18%	117
2015 Q4	$18.9M	Sell	477,007 -117,416	-20%	-$4.81M	0.18%	132
2015 Q3	$23.2M	Sell	594,423 -12,717	-2%	-$535K	0.23%	117
2015 Q2	$26.8M	Sell	607,140 -1,469	-0.2%	-$68.3K	0.23%	113
2015 Q1	$27.2M	Buy	+608,609	New	+$26.8M	0.23%	117

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

Luther King Capital Management (LKCM)'s ACWX Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 0 shares worth $28.4M. The position accounts for 0.12% of the portfolio, ranked #118.

Luther King Capital Management (LKCM) first reported a position in ACWX in Q1 2015 and has held it in 14 quarters since. The position peaked at $27.2M in Q1 2015. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Luther King Capital Management (LKCM) held 0 shares of iShares MSCI ACWI ex US ETF worth $28.4M as of Q2 2026.
Luther King Capital Management (LKCM) left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.12% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #118 holding.
Luther King Capital Management (LKCM) first reported a position in iShares MSCI ACWI ex US ETF in Q1 2015 and has held it in 14 quarters since.
Luther King Capital Management (LKCM)'s iShares MSCI ACWI ex US ETF position peaked at $27.2M in Q1 2015.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.