Capital Group Private Client Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Capital Group Private Client Services’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	$766K	Hold	18,846	–	–	0.01%	214
2026 Q1	$690K	Hold	18,846	–	–	0.01%	198
2025 Q4	$677K	Hold	18,846	–	–	0.01%	221
2025 Q3	$658K	Hold	18,846	–	–	0.01%	227
2025 Q2	$616K	Buy	+18,846	New	+$579K	0.01%	250

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

Capital Group Private Client Services's CWI Position: Q2 2026 in Review

Capital Group Private Client Services held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 18,846 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #214.

Capital Group Private Client Services first reported a position in CWI in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Capital Group Private Client Services held 18,846 shares of State Street SPDR MSCI ACWI ex-US ETF worth $766K as of Q2 2026.
Capital Group Private Client Services 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 0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #214 holding.
Capital Group Private Client Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.