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

Basepoint Wealth’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 		$103K Buy
2,535
+30
+1% +$1.19K 0.06% 154
2026
Q1 		$91.7K Hold
2,505
– – 0.05% 155
2025
Q4 		$90K Buy
+2,505
New +$88.7K 0.05% 150

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Basepoint Wealth's CWI Position: Q2 2026 in Review

Basepoint Wealth increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.2% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,535 shares worth $103K. The position accounts for 0.06% of the portfolio, ranked #154.

Basepoint Wealth first reported a position in CWI in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Basepoint Wealth held 2,535 shares of State Street SPDR MSCI ACWI ex-US ETF worth $103K as of Q2 2026.
  • Basepoint Wealth bought 30 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.19K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.06% of Basepoint Wealth's portfolio in Q2 2026, its #154 holding.
  • Basepoint Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.