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

Avantax Planning 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 		$92.4M Sell
2,270,916
-29,456
-1% -$1.17M 2.3% 11
2026
Q1 		$84.2M Buy
2,300,372
+35,798
+2% +$1.35M 2.31% 11
2025
Q4 		$81.3M Sell
2,264,574
-101,444
-4% -$3.59M 2.28% 10
2025
Q3 		$82.6M Sell
2,366,018
-28,313
-1% -$948K 2.37% 9
2025
Q2 		$78.2M Buy
2,394,331
+319,964
+15% +$9.84M 2.48% 7
2025
Q1 		$61.4M Buy
2,074,367
+152,134
+8% +$4.46M 2.17% 8
2024
Q4 		$53.7M Buy
1,922,233
+302,339
+19% +$8.84M 1.94% 8
2024
Q3 		$49.3M Sell
1,619,894
-300,418
-16% -$8.71M 1.77% 9
2024
Q2 		$54.4M Sell
1,920,312
-63,174
-3% -$1.79M 1.75% 9
2024
Q1 		$56.3M Sell
1,983,486
-245,572
-11% -$6.7M 1.82% 8
2023
Q4 		$60.3M Buy
2,229,058
+650,295
+41% +$16.6M 2.3% 8
2023
Q3 		$39.3M Buy
1,578,763
+62,908
+4% +$1.63M 1.64% 9
2023
Q2 		$39.6M Sell
1,515,855
-23,494
-2% -$610K 1.57% 10
2023
Q1 		$39.6M Sell
1,539,349
-754
-0% -$19.2K 1.61% 11
2022
Q4 		$37.1M Buy
1,540,103
+354,035
+30% +$8.24M 1.47% 12
2022
Q3 		$25.2M Sell
1,186,068
-223,381
-16% -$5.26M 1.13% 16
2022
Q2 		$33.5M Buy
1,409,449
+19,495
+1% +$498K 1.43% 11
2022
Q1 		$38.3M Buy
1,389,954
+825,869
+146% +$23.2M 1.52% 12
2021
Q4 		$16.5M Buy
564,085
+371,489
+193% +$11M 0.68% 13
2021
Q3 		$5.58M Sell
192,596
-3,233
-2% -$96.6K 0.26% 30
2021
Q2 		$5.91M Sell
195,829
-476
-0.2% -$14.3K 0.28% 28
2021
Q1 		$5.67M Sell
196,305
-17,580
-8% -$509K 0.29% 29
2020
Q4 		$5.91M Sell
213,885
-34,051
-14% -$883K 0.3% 26
2020
Q3 		$5.96M Sell
247,936
-5,357
-2% -$129K 0.32% 27
2020
Q2 		$5.74M Sell
253,293
-299,533
-54% -$6.41M 0.32% 25
2020
Q1 		$10.9M Buy
552,826
+20,912
+4% +$493K 0.76% 9
2019
Q4 		$13.7M Sell
531,914
-97,827
-16% -$2.45M 0.81% 7
2019
Q3 		$15.1M Sell
629,741
-175
-0% -$4.18K 0.93% 8
2019
Q2 		$15.4M Sell
629,916
-22,040
-3% -$533K 1% 9
2019
Q1 		$15.7M Sell
651,956
-2,211,042
-77% -$51.9M 1.09% 10
2018
Q4 		$62.5M Buy
+2,862,998
New +$65.9M 4.71% 6

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Avantax Planning Partners's CWI Position: Q2 2026 in Review

Avantax Planning Partners reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.3% in Q2 2026, selling an estimated $1.17M and leaving 2,270,916 shares worth $92.4M. The position accounts for 2.3% of the portfolio, ranked #11.

Avantax Planning Partners first reported a position in CWI in Q4 2018 and has held it in 31 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Avantax Planning Partners held 2,270,916 shares of State Street SPDR MSCI ACWI ex-US ETF worth $92.4M as of Q2 2026.
  • Avantax Planning Partners sold 29,456 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.17M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 2.3% of Avantax Planning Partners's portfolio in Q2 2026, its #11 holding.
  • Avantax Planning Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and has held it in 31 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.