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

CoreCap 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
Q2 		$899K Buy
11,814
+7,549
+177% +$562K 0.03% 403
2026
Q1 		$292K Buy
4,265
+2,202
+107% +$155K 0.01% 662
2025
Q4 		$138K Buy
2,063
+16
+0.8% +$1.06K ﹤0.01% 914
2025
Q3 		$133K Sell
2,047
-333
-14% -$20.8K ﹤0.01% 942
2025
Q2 		$145K Hold
2,380
– – 0.01% 852
2025
Q1 		$132K Hold
2,380
– – 0.01% 801
2024
Q4 		$124K Hold
2,380
– – 0.01% 850
2024
Q3 		$136K Buy
+2,380
New +$130K 0.01% 807
2024
Q2 		– Sell
-333
Closed -$17.8K – 1616
2024
Q1 		$17.8K Buy
+333
New +$17.1K ﹤0.01% 1538
2022
Q4 		$29.2K Buy
+642
New +$28.2K ﹤0.01% 1169
2022
Q3 		– Sell
-1,308
Closed -$59K – 562
2022
Q2 		$59K Buy
+1,308
New +$63.3K ﹤0.01% 882
2022
Q1 		– Sell
-1,306
Closed -$73K – 570
2021
Q4 		$73K Buy
+1,306
New +$73.5K ﹤0.01% 867

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

CoreCap Advisors's ACWX Position: Q2 2026 in Review

CoreCap Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 177% in Q2 2026, buying an estimated $562K and bringing the position to 11,814 shares worth $899K. The position accounts for 0.03% of the portfolio, ranked #403.

CoreCap Advisors first reported a position in ACWX in Q4 2021 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • CoreCap Advisors held 11,814 shares of iShares MSCI ACWI ex US ETF worth $899K as of Q2 2026.
  • CoreCap Advisors bought 7,549 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $562K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #403 holding.
  • CoreCap Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 12 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.