BFG
CWI icon

Bleakley Financial Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bleakley Financial Group’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 		$443K Hold
12,097
– – 0.01% 659
2025
Q4 		$435K Buy
+12,097
New +$428K 0.01% 602
2025
Q1 		– Sell
-8,506
Closed -$238K – 613
2024
Q4 		$238K Buy
8,506
+103
+1% +$3.01K 0.01% 891
2024
Q3 		$256K Hold
8,403
– – 0.01% 844
2024
Q2 		$238K Hold
8,403
– – 0.01% 832
2024
Q1 		$239K Buy
8,403
+42
+0.5% +$1.15K 0.01% 833
2023
Q4 		$226K Hold
8,361
– – 0.01% 820
2023
Q3 		$208K Hold
8,361
– – 0.01% 792
2023
Q2 		$218K Hold
8,361
– – 0.01% 819
2023
Q1 		$215K Hold
8,361
– – 0.01% 803
2022
Q4 		$201K Buy
+8,361
New +$195K 0.01% 799

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