Ashton Thomas Private Wealth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Ashton Thomas Private Wealth’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	$412K	Sell	10,119 -55	-0.5%	-$2.18K	0.01%	852
2026 Q1	$372K	Hold	10,174	–	–	0.01%	807
2025 Q4	$365K	Buy	10,174 +35	+0.3%	+$1.24K	0.01%	758
2025 Q3	$354K	Buy	+10,139	New	+$340K	0.01%	735
2024 Q3	–	Sell	-1,177	Closed	-$33.3K	–	893
2024 Q2	$33.3K	Buy	+1,177	New	+$33.4K	﹤0.01%	1024

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

Ashton Thomas Private Wealth's CWI Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.54% in Q2 2026, selling an estimated $2.18K and leaving 10,119 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #852.

Ashton Thomas Private Wealth first reported a position in CWI in Q2 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Ashton Thomas Private Wealth held 10,119 shares of State Street SPDR MSCI ACWI ex-US ETF worth $412K as of Q2 2026.
Ashton Thomas Private Wealth sold 55 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $2.18K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #852 holding.
Ashton Thomas Private Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2024 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.