Bartlett & Co Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bartlett & Co 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	$13.5K	Hold	331	–	–	﹤0.01%	948
2026 Q1	$12.9K	Hold	331	–	–	﹤0.01%	885
2025 Q4	$11.9K	Hold	331	–	–	﹤0.01%	906
2025 Q3	$11.6K	Hold	331	–	–	﹤0.01%	902
2025 Q2	$10.8K	Hold	331	–	–	﹤0.01%	910
2025 Q1	$9.79K	Hold	331	–	–	﹤0.01%	914
2024 Q4	$9.25K	Hold	331	–	–	﹤0.01%	916
2024 Q3	$10.1K	Hold	331	–	–	﹤0.01%	912
2024 Q2	$9.37K	Hold	331	–	–	﹤0.01%	925
2024 Q1	$9.4K	Hold	331	–	–	﹤0.01%	916
2023 Q4	$8.94K	Hold	331	–	–	﹤0.01%	1019
2023 Q3	$8.24K	Hold	331	–	–	﹤0.01%	950
2023 Q2	$8.65K	Hold	331	–	–	﹤0.01%	940
2023 Q1	$8.52K	Hold	331	–	–	﹤0.01%	841
2022 Q4	$7.96K	Hold	331	–	–	﹤0.01%	856
2022 Q3	$7.02K	Hold	331	–	–	﹤0.01%	874
2022 Q2	$7.87K	Hold	331	–	–	﹤0.01%	925
2022 Q1	$9.11K	Buy	+331	New	+$9.31K	﹤0.01%	845
2021 Q4	–	Sell	-331	Closed	-$9.59K	–	505
2021 Q3	$9.59K	Hold	331	–	–	﹤0.01%	704
2021 Q2	$10K	Hold	331	–	–	﹤0.01%	688
2021 Q1	$9.57K	Hold	331	–	–	﹤0.01%	733
2020 Q4	$9.15K	Hold	331	–	–	﹤0.01%	738
2020 Q3	$7.96K	Hold	331	–	–	﹤0.01%	696
2020 Q2	$7.5K	Hold	331	–	–	﹤0.01%	703
2020 Q1	$6.53K	Sell	331 -120	-27%	-$2.83K	﹤0.01%	706
2019 Q4	$11.6K	Hold	451	–	–	﹤0.01%	714
2019 Q3	$10.8K	Buy	451 +119	+36%	+$2.85K	﹤0.01%	726
2019 Q2	$8.1K	Buy	+332	New	+$8.04K	﹤0.01%	600

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

Bartlett & Co Wealth Management's CWI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 331 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Bartlett & Co Wealth Management first reported a position in CWI in Q2 2019 and has held it in 28 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Bartlett & Co Wealth Management held 331 shares of State Street SPDR MSCI ACWI ex-US ETF worth $13.5K as of Q2 2026.
Bartlett & Co 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 ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #948 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and has held it in 28 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.