ARS Investment Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

ARS Investment Partners’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	$349K	Hold	8,579	–	–	0.02%	153
2026 Q1	$314K	Hold	8,579	–	–	0.02%	148
2025 Q4	$308K	Hold	8,579	–	–	0.02%	152
2025 Q3	$300K	Hold	8,579	–	–	0.02%	152
2025 Q2	$280K	Hold	8,579	–	–	0.02%	150
2025 Q1	$240K	Hold	8,579	–	–	0.02%	149
2024 Q4	$240K	Hold	8,579	–	–	0.02%	149
2024 Q3	$261K	Hold	8,579	–	–	0.02%	139
2024 Q2	$243K	Hold	8,579	–	–	0.02%	136
2024 Q1	$244K	Hold	8,579	–	–	0.02%	137
2023 Q4	$232K	Hold	8,579	–	–	0.03%	140
2023 Q3	$214K	Hold	8,579	–	–	0.03%	138
2023 Q2	$224K	Hold	8,579	–	–	0.03%	144
2023 Q1	$221K	Hold	8,579	–	–	0.03%	143
2022 Q4	$206K	Buy	+8,579	New	+$200K	0.03%	129
2022 Q3	–	Sell	-9,341	Closed	-$222K	–	182
2022 Q2	$222K	Hold	9,341	–	–	0.03%	132
2022 Q1	$257K	Sell	9,341 -16,579	-64%	-$466K	0.02%	136
2021 Q4	$760K	Hold	25,920	–	–	0.07%	93
2021 Q3	$751K	Hold	25,920	–	–	0.08%	88
2021 Q2	$783K	Sell	25,920 -340	-1%	-$10.2K	0.08%	86
2021 Q1	$759K	Hold	26,260	–	–	0.09%	80
2020 Q4	$726K	Hold	26,260	–	–	0.09%	73
2020 Q3	$632K	Buy	+26,260	New	+$633K	0.1%	72
2020 Q2	–	Sell	-26,260	Closed	-$518K	–	76
2020 Q1	$518K	Sell	26,260 -14,635	-36%	-$345K	0.13%	64
2019 Q4	$1.05M	Hold	40,895	–	–	0.18%	67
2019 Q3	$983K	Sell	40,895 -4	-0%	-$96	0.18%	65
2019 Q2	$1M	Hold	40,899	–	–	0.17%	76
2019 Q1	$987K	Hold	40,899	–	–	0.18%	73
2018 Q4	$893K	Sell	40,899 -750	-2%	-$17.3K	0.19%	74
2018 Q3	$1.04M	Hold	41,649	–	–	0.16%	86
2018 Q2	$1.03M	Hold	41,649	–	–	0.16%	80
2018 Q1	$1.08M	Hold	41,649	–	–	0.13%	102
2017 Q4	$1.08M	Hold	41,649	–	–	0.13%	108
2017 Q3	$1.05M	Hold	41,649	–	–	0.14%	103
2017 Q2	$990K	Hold	41,649	–	–	0.14%	107
2017 Q1	$947K	Hold	41,649	–	–	0.14%	106
2016 Q4	$874K	Buy	+41,649	New	+$879K	0.13%	103

Other funds holding CWI

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 51.91% 1-Year Est. Return

HCM

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $121M AUM 38.26% 1-Year Est. Return

ARS Investment Partners's CWI Position: Q2 2026 in Review

ARS Investment Partners held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 8,579 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #153.

ARS Investment Partners first reported a position in CWI in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.08M in Q4 2017. 65 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

ARS Investment Partners held 8,579 shares of State Street SPDR MSCI ACWI ex-US ETF worth $349K as of Q2 2026.
ARS Investment Partners left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of ARS Investment Partners's portfolio in Q2 2026, its #153 holding.
ARS Investment Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2016 and has held it in 37 quarters since.
ARS Investment Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.08M in Q4 2017.
65 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.