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AF
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
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
–
1801
2019
Q4
$3K
Buy
+132
New
+$3.3K
﹤0.01%
1616
Other funds holding CWI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.4B AUM
19.09%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
APP
Avantax Planning Partners
Dubuque, Iowa
$3.64B AUM
14.73%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
HCM
Hengehold Capital Management
Cincinnati, Ohio
$1.14B AUM
12.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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