Calamos Advisors
ACWX icon

Calamos Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Calamos Advisors’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 		$2.99M Buy
39,476
+2,136
+6% +$163K 0.01% 629
2026
Q2 		$2.84M Sell
37,340
-1,034,458
-97% -$77M 0.01% 622
2026
Q1 		$73.4M Buy
1,071,798
+1,035,798
+2,877% +$73.1M 0.26% 79
2025
Q4 		$2.42M Buy
36,000
+1,225
+4% +$81.2K 0.01% 604
2025
Q3 		$2.26M Sell
34,775
-1,420
-4% -$88.8K 0.01% 615
2025
Q2 		$2.21M Buy
36,195
+2,136
+6% +$123K 0.01% 623
2025
Q1 		$1.89M Sell
34,059
-832
-2% -$45.7K 0.01% 595
2024
Q4 		$1.82M Buy
34,891
+401
+1% +$21.9K 0.01% 618
2024
Q3 		$1.97M Buy
34,490
+373
+1% +$20.3K 0.01% 618
2024
Q2 		$1.81M Buy
34,117
+518
+2% +$27.6K 0.01% 598
2024
Q1 		$1.79M Buy
33,599
+5,955
+22% +$306K 0.01% 593
2023
Q4 		$1.41M Buy
27,644
+2,652
+11% +$128K 0.01% 635
2023
Q3 		$1.17M Buy
24,992
+1,734
+7% +$84.9K 0.01% 656
2023
Q2 		$1.14M Sell
23,258
-3,449
-13% -$170K 0.01% 693
2023
Q1 		$1.3M Buy
26,707
+256
+1% +$12.3K 0.01% 780
2022
Q4 		$1.2M Sell
26,451
-462
-2% -$20.3K 0.01% 844
2022
Q3 		$1.08M Buy
26,913
+3,838
+17% +$171K ﹤0.01% 932
2022
Q2 		$1.04M Buy
23,075
+1,013
+5% +$49K ﹤0.01% 985
2022
Q1 		$1.15M Buy
+22,062
New +$1.18M ﹤0.01% 992
2020
Q1 		– Sell
-16,625
Closed -$817K – 700
2019
Q4 		$817K Buy
16,625
+573
+4% +$27.3K ﹤0.01% 680
2019
Q3 		$739K Sell
16,052
-666
-4% -$30.5K ﹤0.01% 669
2019
Q2 		$782K Sell
16,718
-576
-3% -$26.8K ﹤0.01% 671
2019
Q1 		$800K Sell
17,294
-5,227
-23% -$235K 0.01% 558
2018
Q4 		$945K Buy
+22,521
New +$993K 0.01% 554

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Calamos Advisors's ACWX Position: Q3 2026 in Review

Calamos Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.7% in Q3 2026, buying an estimated $163K and bringing the position to 39,476 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #629.

Calamos Advisors first reported a position in ACWX in Q4 2018 and has held it in 24 quarters since. The position peaked at $73.4M in Q1 2026. 425 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Calamos Advisors held 39,476 shares of iShares MSCI ACWI ex US ETF worth $2.99M as of Q3 2026.
  • Calamos Advisors bought 2,136 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $163K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Calamos Advisors's portfolio in Q3 2026, its #629 holding.
  • Calamos Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 24 quarters since.
  • Calamos Advisors's iShares MSCI ACWI ex US ETF position peaked at $73.4M in Q1 2026.
  • 425 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Calamos Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.