Baker Tilly Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Baker Tilly Wealth Management’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 Q3	$780K	Hold	19,306	–	–	0.15%	121
2026 Q2	$785K	Hold	19,306	–	–	0.17%	119
2026 Q1	$706K	Hold	19,306	–	–	0.17%	120
2025 Q4	$693K	Hold	19,306	–	–	0.17%	125
2025 Q3	$674K	Hold	19,306	–	–	0.15%	124
2025 Q2	$631K	Hold	19,306	–	–	0.23%	106
2025 Q1	$571K	Sell	19,306 -6,235	-24%	-$183K	0.22%	104
2024 Q4	$714K	Buy	+25,541	New	+$746K	0.28%	83

Other funds holding CWI

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Baker Tilly Wealth Management's CWI Position: Q3 2026 in Review

Baker Tilly Wealth Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 19,306 shares worth $780K. The position accounts for 0.15% of the portfolio, ranked #121.

Baker Tilly Wealth Management first reported a position in CWI in Q4 2024 and has held it in 8 quarters since. The position peaked at $785K in Q2 2026. 34 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Baker Tilly Wealth Management held 19,306 shares of State Street SPDR MSCI ACWI ex-US ETF worth $780K as of Q3 2026.
Baker Tilly Wealth Management left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.15% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #121 holding.
Baker Tilly Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 8 quarters since.
Baker Tilly Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $785K in Q2 2026.
34 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.