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

Bragg Financial Advisors’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	$1.22M	Hold	30,041	–	–	0.03%	224
2026 Q1	$1.1M	Sell	30,041 -1,300	-4%	-$49K	0.03%	213
2025 Q4	$1.13M	Sell	31,341 -1,737	-5%	-$61.5K	0.04%	214
2025 Q3	$1.16M	Hold	33,078	–	–	0.04%	207
2025 Q2	$1.08M	Sell	33,078 -2,480	-7%	-$76.3K	0.04%	214
2025 Q1	$1.05M	Sell	35,558 -3,648	-9%	-$107K	0.04%	207
2024 Q4	$1.1M	Buy	39,206 +9,290	+31%	+$271K	0.04%	204
2024 Q3	$911K	Hold	29,916	–	–	0.04%	216
2024 Q2	$847K	Sell	29,916 -1,000	-3%	-$28.3K	0.04%	214
2024 Q1	$878K	Sell	30,916 -5,000	-14%	-$136K	0.04%	209
2023 Q4	$971K	Buy	35,916 +326	+0.9%	+$8.3K	0.05%	201
2023 Q3	$886K	Hold	35,590	–	–	0.05%	203
2023 Q2	$930K	Hold	35,590	–	–	0.05%	203
2023 Q1	$916K	Hold	35,590	–	–	0.05%	203
2022 Q4	$856K	Buy	+35,590	New	+$828K	0.05%	205

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

Bragg Financial Advisors's CWI Position: Q2 2026 in Review

Bragg Financial Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 30,041 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #224.

Bragg Financial Advisors first reported a position in CWI in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Bragg Financial Advisors held 30,041 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.22M as of Q2 2026.
Bragg Financial Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Bragg Financial Advisors's portfolio in Q2 2026, its #224 holding.
Bragg Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.