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

Brady Martz Wealth Solutions’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	$7.23M	Sell	177,774 -535	-0.3%	-$21.2K	1.09%	21
2026 Q1	$6.52M	Hold	178,309	–	–	1.11%	21
2025 Q4	$6.4M	Sell	178,309 -535	-0.3%	-$18.9K	1.13%	24
2025 Q3	$6.25M	Sell	178,844 -7,796	-4%	-$261K	1.13%	26
2025 Q2	$6.1M	Buy	186,640 +484	+0.3%	+$14.9K	1.18%	25
2025 Q1	$5.51M	Buy	186,156 +1,506	+0.8%	+$44.1K	1.25%	23
2024 Q4	$5.1M	Buy	+184,650	New	+$5.4M	1.23%	19

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

Brady Martz Wealth Solutions's CWI Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.3% in Q2 2026, selling an estimated $21.2K and leaving 177,774 shares worth $7.23M. The position accounts for 1.09% of the portfolio, ranked #21.

Brady Martz Wealth Solutions first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Brady Martz Wealth Solutions held 177,774 shares of State Street SPDR MSCI ACWI ex-US ETF worth $7.23M as of Q2 2026.
Brady Martz Wealth Solutions sold 535 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $21.2K.
State Street SPDR MSCI ACWI ex-US ETF made up 1.09% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #21 holding.
Brady Martz Wealth Solutions first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.