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 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

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 51.91% 1-Year Est. Return

APP

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

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Belpointe Asset Management's CWI Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 36% in Q2 2026, buying an estimated $467K and bringing the position to 44,359 shares worth $1.8M. The position accounts for 0.06% of the portfolio, ranked #306.

Belpointe Asset Management first reported a position in CWI in Q3 2025 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Belpointe Asset Management held 44,359 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.8M as of Q2 2026.
Belpointe Asset Management bought 11,777 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $467K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #306 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 4 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.