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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return