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 Q2	$2.77M	Buy	68,146 +27,482	+68%	+$1.09M	0.01%	666
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 $1.55T 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

Beacon Pointe Advisors's CWI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 68% in Q2 2026, buying an estimated $1.09M and bringing the position to 68,146 shares worth $2.77M. The position accounts for 0.01% of the portfolio, ranked #666.

Beacon Pointe Advisors first reported a position in CWI in Q3 2021 and has held it in 10 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Beacon Pointe Advisors held 68,146 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.77M as of Q2 2026.
Beacon Pointe Advisors bought 27,482 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.09M.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #666 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 10 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.