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Cerity Partners Retirement Plan Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Cerity Partners Retirement Plan 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 		$3.35M Buy
82,743
+12,538
+18% +$497K 1.4% 11
2026
Q1 		$2.52M Buy
+70,205
New +$2.65M 1.29% 9

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 $103B AUM 28.65% 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

Cerity Partners Retirement Plan Advisors's CWI Position: Q2 2026 in Review

Cerity Partners Retirement Plan Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 18% in Q2 2026, buying an estimated $497K and bringing the position to 82,743 shares worth $3.35M. The position accounts for 1.4% of the portfolio, ranked #11.

Cerity Partners Retirement Plan Advisors first reported a position in CWI in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Cerity Partners Retirement Plan Advisors held 82,743 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.35M as of Q2 2026.
  • Cerity Partners Retirement Plan Advisors bought 12,538 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $497K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.4% of Cerity Partners Retirement Plan Advisors's portfolio in Q2 2026, its #11 holding.
  • Cerity Partners Retirement Plan Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Cerity Partners Retirement Plan Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.