Capital Advisors Ltd’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
Q2 | $53K | Hold |
697
| – | – | 0.01% | 502 |
|
|
2026
Q1 | $48K | Hold |
697
| – | – | 0.01% | 502 |
|
|
2025
Q4 | $47K | Hold |
697
| – | – | 0.01% | 488 |
|
|
2025
Q3 | $45K | Hold |
697
| – | – | 0.01% | 489 |
|
|
2025
Q2 | $42K | Hold |
697
| – | – | 0.01% | 502 |
|
|
2025
Q1 | $39K | Hold |
697
| – | – | 0.01% | 502 |
|
|
2024
Q4 | $36K | Sell |
697
-55
| -7% | -$3.01K | ﹤0.01% | 508 |
|
|
2024
Q3 | $43K | Sell |
752
-91
| -11% | -$4.96K | 0.01% | 481 |
|
|
2024
Q2 | $45K | Sell |
843
-62
| -7% | -$3.31K | 0.01% | 460 |
|
|
2024
Q1 | $48K | Hold |
905
| – | – | 0.01% | 441 |
|
|
2023
Q4 | $46K | Hold |
905
| – | – | 0.01% | 435 |
|
|
2023
Q3 | $43K | Hold |
905
| – | – | 0.01% | 438 |
|
|
2023
Q2 | $45K | Hold |
905
| – | – | 0.01% | 441 |
|
|
2023
Q1 | $44K | Hold |
905
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $41K | Buy |
905
+140
| +18% | +$6.14K | 0.01% | 394 |
|
|
2022
Q3 | $31K | Hold |
765
| – | – | 0.01% | 407 |
|
|
2022
Q2 | $34K | Hold |
765
| – | – | 0.01% | 389 |
|
|
2022
Q1 | $40K | Hold |
765
| – | – | 0.01% | 382 |
|
|
2021
Q4 | $43K | Hold |
765
| – | – | 0.01% | 365 |
|
|
2021
Q3 | $42K | Hold |
765
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $44K | Hold |
765
| – | – | 0.01% | 321 |
|
|
2021
Q1 | $42K | Sell |
765
-55
| -7% | -$3.04K | 0.01% | 304 |
|
|
2020
Q4 | $43K | Hold |
820
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $38K | Sell |
820
-68
| -8% | -$3.13K | 0.01% | 295 |
|
|
2020
Q2 | $50K | Buy |
888
+459
| +107% | +$18.8K | 0.01% | 270 |
|
|
2020
Q1 | $16K | Hold |
429
| – | – | 0.01% | 326 |
|
|
2019
Q4 | $21K | Hold |
429
| – | – | 0.01% | 304 |
|
|
2019
Q3 | $20K | Hold |
429
| – | – | 0.01% | 303 |
|
|
2019
Q2 | $20K | Hold |
429
| – | – | 0.01% | 334 |
|
|
2019
Q1 | $20K | Hold |
429
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $18K | Hold |
429
| – | – | 0.01% | 343 |
|
|
2018
Q3 | $20K | Hold |
429
| – | – | 0.01% | 360 |
|
|
2018
Q2 | $20K | Hold |
429
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $21K | Hold |
429
| – | – | 0.01% | 274 |
|
|
2017
Q4 | $21K | Hold |
429
| – | – | 0.01% | 273 |
|
|
2017
Q3 | $21K | Hold |
429
| – | – | 0.01% | 279 |
|
|
2017
Q2 | $20K | Hold |
429
| – | – | 0.01% | 284 |
|
|
2017
Q1 | $19K | Hold |
429
| – | – | 0.01% | 264 |
|
|
2016
Q4 | $17K | Buy |
+429
| New | +$17.4K | 0.01% | 263 |
|
Other funds holding ACWX
FWCM
KOC
Capital Advisors Ltd's ACWX Position: Q2 2026 in Review
Capital Advisors Ltd held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 697 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #502.
Capital Advisors Ltd first reported a position in ACWX in Q4 2016 and has held it in 39 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.
- Capital Advisors Ltd held 697 shares of iShares MSCI ACWI ex US ETF worth $53K as of Q2 2026.
- Capital Advisors Ltd left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
- iShares MSCI ACWI ex US ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #502 holding.
- Capital Advisors Ltd first reported a position in iShares MSCI ACWI ex US ETF in Q4 2016 and has held it in 39 quarters since.
- 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.
Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.