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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 743 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.
743 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.