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

Blue Trust Inc’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 		$34.1K Sell
838
-20
-2% -$793 ﹤0.01% 1501
2026
Q1 		$31.4K Sell
858
-316
-27% -$11.9K ﹤0.01% 1506
2025
Q4 		$42.2K Buy
1,174
+655
+126% +$23.2K ﹤0.01% 1416
2025
Q3 		$18.1K Hold
519
– – ﹤0.01% 1693
2025
Q2 		$17K Hold
519
– – ﹤0.01% 1729
2025
Q1 		$15.4K Hold
519
– – ﹤0.01% 1729
2024
Q4 		$14.5K Sell
519
-14
-3% -$409 ﹤0.01% 1708
2024
Q3 		$15.1K Buy
+533
New +$15.5K ﹤0.01% 2056

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

Blue Trust Inc's CWI Position: Q2 2026 in Review

Blue Trust Inc reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.3% in Q2 2026, selling an estimated $793 and leaving 838 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Blue Trust Inc first reported a position in CWI in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.2K in Q4 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Blue Trust Inc held 838 shares of State Street SPDR MSCI ACWI ex-US ETF worth $34.1K as of Q2 2026.
  • Blue Trust Inc sold 20 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $793.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1501 holding.
  • Blue Trust Inc first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2024 and has held it in 8 quarters since.
  • Blue Trust Inc's State Street SPDR MSCI ACWI ex-US ETF position peaked at $42.2K 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 Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.