Avestar Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Avestar Capital’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	$381K	Hold	9,363	–	–	0.02%	432
2026 Q1	$343K	Hold	9,363	–	–	0.02%	416
2025 Q4	$336K	Hold	9,363	–	–	0.02%	401
2025 Q3	$327K	Hold	9,363	–	–	0.02%	400
2025 Q2	$306K	Buy	+9,363	New	+$288K	0.02%	390
2025 Q1	–	Sell	-20,556	Closed	-$574K	–	500
2024 Q4	$574K	Hold	20,556	–	–	0.05%	260
2024 Q3	$626K	Hold	20,556	–	–	0.06%	227
2024 Q2	$582K	Hold	20,556	–	–	0.06%	227
2024 Q1	$584K	Hold	20,556	–	–	0.06%	219
2023 Q4	$556K	Buy	+20,556	New	+$523K	0.06%	185

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

Avestar Capital's CWI Position: Q2 2026 in Review

Avestar Capital held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 9,363 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #432.

Avestar Capital first reported a position in CWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $626K in Q3 2024. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Avestar Capital held 9,363 shares of State Street SPDR MSCI ACWI ex-US ETF worth $381K as of Q2 2026.
Avestar Capital 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 Avestar Capital's portfolio in Q2 2026, its #432 holding.
Avestar Capital first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 10 quarters since.
Avestar Capital's State Street SPDR MSCI ACWI ex-US ETF position peaked at $626K in Q3 2024.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.