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CoreCap Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

CoreCap Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.6K Buy
155
+4
+3% +$635 ﹤0.01% 1712
2026
Q2 		$23.7K Buy
151
+22
+17% +$3.36K ﹤0.01% 1727
2026
Q1 		$17.9K Sell
129
-29
-18% -$4.17K ﹤0.01% 1717
2025
Q4 		$22.4K Sell
158
-311
-66% -$43.6K ﹤0.01% 1634
2025
Q3 		$64.8K Sell
469
-117
-20% -$15.5K ﹤0.01% 1207
2025
Q2 		$75.4K Sell
586
-413
-41% -$49.5K ﹤0.01% 1080
2025
Q1 		$116K Sell
999
-9
-0.9% -$1.08K 0.01% 848
2024
Q4 		$118K Sell
1,008
-266
-21% -$31.9K 0.01% 872
2024
Q3 		$152K Buy
+1,274
New +$146K 0.01% 776
2024
Q2 		– Sell
-1,424
Closed -$157K – 1614
2024
Q1 		$157K Buy
+1,424
New +$150K 0.01% 693
2022
Q4 		$120K Buy
+1,418
New +$119K 0.01% 666
2022
Q3 		– Sell
-1,563
Closed -$131K – 560
2022
Q2 		$131K Buy
+1,563
New +$142K 0.01% 609
2022
Q1 		– Sell
-2,594
Closed -$274K – 568
2021
Q4 		$274K Buy
+2,594
New +$271K 0.02% 466

Other funds holding ACWI

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CoreCap Advisors's ACWI Position: Q3 2026 in Review

CoreCap Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 2.6% in Q3 2026, buying an estimated $635 and bringing the position to 155 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

CoreCap Advisors first reported a position in ACWI in Q4 2021 and has held it in 13 quarters since. The position peaked at $274K in Q4 2021. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • CoreCap Advisors held 155 shares of iShares MSCI ACWI ETF worth $24.6K as of Q3 2026.
  • CoreCap Advisors bought 4 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $635.
  • iShares MSCI ACWI ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1712 holding.
  • CoreCap Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's iShares MSCI ACWI ETF position peaked at $274K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.