Advisornet Financial’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Advisornet Financial’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-174	Closed	-$6.37K	–	2296
2026 Q1	$6.37K	Hold	174	–	–	﹤0.01%	1671
2025 Q4	$6.25K	Hold	174	–	–	﹤0.01%	1678
2025 Q3	$6.08K	Hold	174	–	–	﹤0.01%	1653
2025 Q2	$5.68K	Hold	174	–	–	﹤0.01%	1637
2025 Q1	$5.15K	Hold	174	–	–	﹤0.01%	1603
2024 Q4	$4.86K	Hold	174	–	–	﹤0.01%	1479
2024 Q3	$5.3K	Hold	174	–	–	﹤0.01%	1569
2024 Q2	$4.93K	Hold	174	–	–	﹤0.01%	1468
2024 Q1	$4.94K	Hold	174	–	–	﹤0.01%	1442
2023 Q4	$4.71K	Hold	174	–	–	﹤0.01%	1497
2023 Q3	$4.33K	Buy	174 +72	+71%	+$1.86K	﹤0.01%	1452
2023 Q2	$2.67K	Hold	102	–	–	﹤0.01%	1650
2023 Q1	$2.62K	Hold	102	–	–	﹤0.01%	1633
2022 Q4	$2.45K	Hold	102	–	–	﹤0.01%	1625
2022 Q3	$2K	Sell	102 -129	-56%	-$3.04K	﹤0.01%	1661
2022 Q2	$5K	Sell	231 -554	-71%	-$14.1K	﹤0.01%	1498
2022 Q1	$22K	Buy	785 +414	+112%	+$11.6K	﹤0.01%	1212
2021 Q4	$11K	Buy	+371	New	+$11K	﹤0.01%	1450
2020 Q1	–	Sell	-132	Closed	-$3K	–	1800
2019 Q4	$3K	Buy	+132	New	+$3.3K	﹤0.01%	1616

Other funds holding CWI

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Advisornet Financial's CWI Position: Q2 2026 in Review

Advisornet Financial sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 174 shares — an estimated $6.37K sold.

Advisornet Financial first reported a position in CWI in Q4 2019 and held it in 19 quarters. The position peaked at $22K in Q1 2022. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Advisornet Financial reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
Advisornet Financial sold 174 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $6.37K.
Advisornet Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2019 and held it in 19 quarters.
Advisornet Financial's State Street SPDR MSCI ACWI ex-US ETF position peaked at $22K in Q1 2022.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.