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 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

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

Baker Tilly Wealth Management's CWI Position: Q2 2026 in Review

Baker Tilly Wealth Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 19,306 shares worth $785K. The position accounts for 0.17% of the portfolio, ranked #119.

Baker Tilly Wealth Management first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Baker Tilly Wealth Management held 19,306 shares of State Street SPDR MSCI ACWI ex-US ETF worth $785K as of Q2 2026.
Baker Tilly Wealth Management 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 0.17% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #119 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 7 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.