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BBR Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

BBR Partners’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 		$949K Hold
23,341
– – 0.04% 125
2026
Q1 		$854K Hold
23,341
– – 0.05% 112
2025
Q4 		$838K Hold
23,341
– – 0.05% 126
2025
Q3 		$815K Hold
23,341
– – 0.05% 119
2025
Q2 		$762K Buy
+23,341
New +$718K 0.05% 116

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

BBR Partners's CWI Position: Q2 2026 in Review

BBR Partners held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 23,341 shares worth $949K. The position accounts for 0.04% of the portfolio, ranked #125.

BBR Partners first reported a position in CWI in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • BBR Partners held 23,341 shares of State Street SPDR MSCI ACWI ex-US ETF worth $949K as of Q2 2026.
  • BBR Partners 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 0.04% of BBR Partners's portfolio in Q2 2026, its #125 holding.
  • BBR Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.