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Blue Oak Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Blue Oak Capital’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
2025
Q2 		– Sell
-11,509
Closed -$340K – 70
2025
Q1 		$340K Buy
+11,509
New +$337K 0.19% 53

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Blue Oak Capital's CWI Position: Q2 2025 in Review

Blue Oak Capital sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 11,509 shares — an estimated $340K sold.

Blue Oak Capital first reported a position in CWI in Q1 2025 and held it in 1 quarter. The position peaked at $340K in Q1 2025. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • Blue Oak Capital reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Blue Oak Capital sold 11,509 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $340K.
  • Blue Oak Capital first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and held it in 1 quarter.
  • Blue Oak Capital's State Street SPDR MSCI ACWI ex-US ETF position peaked at $340K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.