BIP Wealth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

BIP Wealth’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	$300K	Sell	7,382 -339	-4%	-$13.4K	0.01%	468
2026 Q1	$283K	Buy	7,721 +322	+4%	+$12.1K	0.01%	378
2025 Q4	$266K	Sell	7,399 -80	-1%	-$2.83K	0.01%	388
2025 Q3	$261K	Hold	7,479	–	–	0.01%	255
2025 Q2	$244K	Sell	7,479 -357	-5%	-$11K	0.02%	233
2025 Q1	$232K	Hold	7,836	–	–	0.02%	237
2024 Q4	$219K	Buy	7,836 +322	+4%	+$9.41K	0.01%	246
2024 Q3	$229K	Hold	7,514	–	–	0.02%	219
2024 Q2	$213K	Hold	7,514	–	–	0.02%	184
2024 Q1	$213K	Sell	7,514 -259	-3%	-$7.06K	0.02%	204
2023 Q4	$210K	Buy	+7,773	New	+$198K	0.02%	184
2023 Q3	–	Sell	-7,773	Closed	-$203K	–	187
2023 Q2	$203K	Buy	+7,773	New	+$202K	0.02%	179

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

BIP Wealth's CWI Position: Q2 2026 in Review

BIP Wealth reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 4.4% in Q2 2026, selling an estimated $13.4K and leaving 7,382 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #468.

BIP Wealth first reported a position in CWI in Q2 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

BIP Wealth held 7,382 shares of State Street SPDR MSCI ACWI ex-US ETF worth $300K as of Q2 2026.
BIP Wealth sold 339 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $13.4K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #468 holding.
BIP Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2023 and has held it in 12 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.