Beacon Pointe Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Beacon Pointe Advisors’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 Q1	$1.49M	Buy	+40,664	New	+$1.53M	0.01%	838
2024 Q2	–	Sell	-39,305	Closed	-$1.12M	–	1297
2024 Q1	$1.12M	Hold	39,305	–	–	0.01%	657
2023 Q4	$1.06M	Hold	39,305	–	–	0.01%	647
2023 Q3	$978K	Buy	+39,305	New	+$1.02M	0.01%	635
2023 Q1	–	Sell	-39,305	Closed	-$946K	–	1159
2022 Q4	$946K	Buy	39,305 +485	+1%	+$11.3K	0.02%	519
2022 Q3	$823K	Hold	38,820	–	–	0.02%	512
2022 Q2	$923K	Hold	38,820	–	–	0.02%	487
2022 Q1	$1.07M	Buy	+38,820	New	+$1.09M	0.01%	601
2021 Q4	–	Sell	-38,820	Closed	-$1.13M	–	946
2021 Q3	$1.13M	Buy	+38,820	New	+$1.16M	0.03%	390

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $299B AUM 28.69% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Beacon Pointe Advisors's CWI Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2026: 40,664 shares worth $1.49M. The stake represents 0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in CWI as recently as Q1 2024.

Beacon Pointe Advisors first reported a position in CWI in Q3 2021 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Beacon Pointe Advisors held 40,664 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.49M as of Q1 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new Beacon Pointe Advisors position in Q1 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #838 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2021 and has held it in 9 quarters since.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.