Advisory Services Network’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Advisory Services Network’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	-2,510	Closed	-$91.9K	–	2718
2026 Q1	$91.9K	Buy	+2,510	New	+$94.6K	﹤0.01%	2255
2025 Q4	–	Sell	-2,500	Closed	-$87.3K	–	2362
2025 Q3	$87.3K	Buy	+2,500	New	+$83.7K	﹤0.01%	2148
2024 Q1	–	Sell	-2,599	Closed	-$70.3K	–	1935
2023 Q4	$70.3K	Buy	+2,599	New	+$66.2K	﹤0.01%	1832
2023 Q2	–	Sell	-2,583	Closed	-$66.5K	–	1934
2023 Q1	$66.5K	Hold	2,583	–	–	﹤0.01%	1867
2022 Q4	$62.2K	Buy	+2,583	New	+$60.1K	﹤0.01%	1867
2021 Q3	–	Sell	-2,607	Closed	-$79K	–	1808
2021 Q2	$79K	Buy	+2,607	New	+$78.5K	﹤0.01%	1743
2021 Q1	–	Sell	-2,601	Closed	-$72K	–	1647
2020 Q4	$72K	Sell	2,601 -750	-22%	-$19.4K	﹤0.01%	1487
2020 Q3	$81K	Buy	+3,351	New	+$80.8K	﹤0.01%	1336
2020 Q2	–	Sell	-2,590	Closed	-$51K	–	1381
2020 Q1	$51K	Hold	2,590	–	–	﹤0.01%	1373
2019 Q4	$67K	Buy	2,590 +1,202	+87%	+$30.1K	﹤0.01%	1357
2019 Q3	$51K	Sell	1,388 -694	-33%	-$16.6K	﹤0.01%	1349
2019 Q2	$51K	Hold	2,082	–	–	﹤0.01%	1347
2019 Q1	$50K	Buy	+2,082	New	+$48.8K	﹤0.01%	1246
2017 Q4	–	Sell	-110	Closed	-$3K	–	2546
2017 Q3	$3K	Hold	110	–	–	﹤0.01%	2045
2017 Q2	$3K	Buy	+110	New	+$2.59K	﹤0.01%	1987
2016 Q3	$1K	Hold	27	–	–	﹤0.01%	1866
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	1740
2016 Q1	$1K	Buy	+27	New	+$524	﹤0.01%	1578

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

Advisory Services Network's CWI Position: Q2 2026 in Review

Advisory Services Network sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 2,510 shares — an estimated $91.9K sold.

Advisory Services Network first reported a position in CWI in Q1 2016 and held it in 18 quarters. The position peaked at $91.9K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Advisory Services Network reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,510 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $91.9K.
Advisory Services Network first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2016 and held it in 18 quarters.
Advisory Services Network's State Street SPDR MSCI ACWI ex-US ETF position peaked at $91.9K in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.