Betterment LLC
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Betterment LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Betterment LLC’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 		$459K Sell
11,279
-897
-7% -$35.6K ﹤0.01% 500
2026
Q1 		$446K Sell
12,176
-8,937
-42% -$337K ﹤0.01% 463
2025
Q4 		$758K Buy
21,113
+1,936
+10% +$68.5K ﹤0.01% 339
2025
Q3 		$670K Buy
19,177
+4,874
+34% +$163K ﹤0.01% 335
2025
Q2 		$467K Buy
+14,303
New +$440K ﹤0.01% 366

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

Betterment LLC's CWI Position: Q2 2026 in Review

Betterment LLC reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 7.4% in Q2 2026, selling an estimated $35.6K and leaving 11,279 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Betterment LLC first reported a position in CWI in Q2 2025 and has held it in 5 quarters since. The position peaked at $758K in Q4 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Betterment LLC held 11,279 shares of State Street SPDR MSCI ACWI ex-US ETF worth $459K as of Q2 2026.
  • Betterment LLC sold 897 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $35.6K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #500 holding.
  • Betterment LLC first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • Betterment LLC's State Street SPDR MSCI ACWI ex-US ETF position peaked at $758K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.