Calamos Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.8M | Buy |
1,033,585
+53,188
| +5% | +$3.75M | 2.43% | 9 |
|
|
2025
Q4 | $65.8M | Buy |
980,397
+20,849
| +2% | +$1.38M | 2.27% | 10 |
|
|
2025
Q3 | $62.4M | Buy |
959,548
+62,648
| +7% | +$3.92M | 2.25% | 11 |
|
|
2025
Q2 | $54.7M | Buy |
896,900
+30,761
| +4% | +$1.78M | 2.31% | 12 |
|
|
2025
Q1 | $48M | Buy |
866,139
+6,139
| +0.7% | +$337K | 2.39% | 11 |
|
|
2024
Q4 | $44.9M | Buy |
860,000
+51,590
| +6% | +$2.82M | 2.24% | 11 |
|
|
2024
Q3 | $46.3M | Buy |
808,410
+16,658
| +2% | +$907K | 2.37% | 11 |
|
|
2024
Q2 | $42.1M | Buy |
791,752
+33,036
| +4% | +$1.76M | 2.24% | 11 |
|
|
2024
Q1 | $40.5M | Buy |
758,716
+50,087
| +7% | +$2.57M | 2.27% | 11 |
|
|
2023
Q4 | $36.2M | Buy |
708,629
+16,248
| +2% | +$782K | 2.28% | 11 |
|
|
2023
Q3 | $32.5M | Buy |
692,381
+12,039
| +2% | +$589K | 2.47% | 9 |
|
|
2023
Q2 | $33.5M | Sell |
680,342
-2,010
| -0.3% | -$99K | 2.45% | 8 |
|
|
2023
Q1 | $33.3M | Sell |
682,352
-19,631
| -3% | -$946K | 2.61% | 8 |
|
|
2022
Q4 | $31.9M | Buy |
701,983
+8,161
| +1% | +$358K | 2.48% | 8 |
|
|
2022
Q3 | $27.8M | Buy |
693,822
+38,056
| +6% | +$1.69M | 2.38% | 8 |
|
|
2022
Q2 | $29.5M | Buy |
655,766
+12,122
| +2% | +$587K | 2.62% | 6 |
|
|
2022
Q1 | $33.6M | Buy |
643,644
+562,041
| +689% | +$29.9M | 2.51% | 6 |
|
|
2021
Q4 | $4.54M | Buy |
81,603
+74,914
| +1,120% | +$4.21M | 0.33% | 72 |
|
|
2021
Q3 | $371K | Buy |
6,689
+765
| +13% | +$43.6K | 0.03% | 251 |
|
|
2021
Q2 | $341K | Buy |
5,924
+865
| +17% | +$49.7K | 0.03% | 273 |
|
|
2021
Q1 | $279K | Sell |
5,059
-1,796
| -26% | -$99.3K | 0.02% | 271 |
|
|
2020
Q4 | $364K | Sell |
6,855
-2,415
| -26% | -$120K | 0.03% | 233 |
|
|
2020
Q3 | $426K | Buy |
9,270
+903
| +11% | +$41.6K | 0.05% | 202 |
|
|
2020
Q2 | $362K | Sell |
8,367
-13,800
| -62% | -$564K | 0.05% | 213 |
|
|
2020
Q1 | $835K | Sell |
22,167
-200,031
| -90% | -$8.99M | 0.13% | 112 |
|
|
2019
Q4 | $10.9M | Buy |
222,198
+3,746
| +2% | +$179K | 1.29% | 12 |
|
|
2019
Q3 | $10.1M | Buy |
218,452
+8,154
| +4% | +$373K | 1.34% | 11 |
|
|
2019
Q2 | $9.83M | Sell |
210,298
-16,043
| -7% | -$746K | 1.33% | 14 |
|
|
2019
Q1 | $10.5M | Buy |
226,341
+2,793
| +1% | +$126K | 1.5% | 11 |
|
|
2018
Q4 | $9.38M | Buy |
+223,548
| New | +$9.86M | 1.41% | 13 |
|
|
2017
Q4 | – | Sell |
-4,306
| Closed | -$208K | – | 224 |
|
|
2017
Q3 | $208K | Buy |
+4,306
| New | +$203K | 0.03% | 196 |
|
Other funds holding ACWX
FWCM
GAB
Calamos Wealth Management's ACWX Position: Q1 2026 in Review
Calamos Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.4% in Q1 2026, buying an estimated $3.75M and bringing the position to 1,033,585 shares worth $70.8M. The position accounts for 2.43% of the portfolio, ranked #9.
Calamos Wealth Management first reported a position in ACWX in Q3 2017 and has held it in 31 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.
- Calamos Wealth Management held 1,033,585 shares of iShares MSCI ACWI ex US ETF worth $70.8M as of Q1 2026.
- Calamos Wealth Management bought 53,188 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $3.75M.
- iShares MSCI ACWI ex US ETF made up 2.43% of Calamos Wealth Management's portfolio in Q1 2026, its #9 holding.
- Calamos Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 31 quarters since.
- 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.
Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.