Belpointe Asset Management
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Belpointe Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Belpointe Asset 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
Q3 		$1.9M Buy
46,922
+2,563
+6% +$105K 0.05% 340
2026
Q2 		$1.8M Buy
44,359
+11,777
+36% +$467K 0.06% 306
2026
Q1 		$1.19M Buy
32,582
+13,448
+70% +$507K 0.04% 392
2025
Q4 		$687K Buy
19,134
+10,840
+131% +$384K 0.02% 561
2025
Q3 		$290K Buy
+8,294
New +$278K 0.01% 808

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Belpointe Asset Management's CWI Position: Q3 2026 in Review

Belpointe Asset Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 5.8% in Q3 2026, buying an estimated $105K and bringing the position to 46,922 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #340.

Belpointe Asset Management first reported a position in CWI in Q3 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Belpointe Asset Management held 46,922 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.9M as of Q3 2026.
  • Belpointe Asset Management bought 2,563 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $105K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.05% of Belpointe Asset Management's portfolio in Q3 2026, its #340 holding.
  • Belpointe Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.