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

Cerity Partners’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 		$3.15M Sell
77,425
-984
-1% -$39K ﹤0.01% 1325
2026
Q1 		$2.87M Sell
78,409
-3,009
-4% -$113K ﹤0.01% 1278
2025
Q4 		$2.92M Buy
81,418
+1,937
+2% +$68.6K ﹤0.01% 1194
2025
Q3 		$2.78M Sell
79,481
-6,434
-7% -$216K ﹤0.01% 1131
2025
Q2 		$2.81M Sell
85,915
-533
-0.6% -$16.4K 0.01% 1062
2025
Q1 		$2.56M Sell
86,448
-893
-1% -$26.2K 0.01% 1004
2024
Q4 		$2.44M Sell
87,341
-11,631
-12% -$340K 0.01% 1016
2024
Q3 		$3.01M Buy
98,972
+66,170
+202% +$1.92M 0.01% 911
2024
Q2 		$929K Buy
32,802
+423
+1% +$12K ﹤0.01% 1260
2024
Q1 		$920K Buy
32,379
+1,410
+5% +$38.4K ﹤0.01% 1319
2023
Q4 		$837K Buy
+30,969
New +$788K ﹤0.01% 1052
2023
Q3 		– Sell
-36,030
Closed -$941K – 1457
2023
Q2 		$941K Sell
36,030
-311
-0.9% -$8.08K ﹤0.01% 944
2023
Q1 		$935K Sell
36,341
-3,279
-8% -$83.3K ﹤0.01% 1008
2022
Q4 		$953K Sell
39,620
-45
-0.1% -$1.05K 0.01% 709
2022
Q3 		$841K Buy
39,665
+235
+0.6% +$5.53K 0.01% 552
2022
Q2 		$938K Buy
39,430
+6,320
+19% +$161K 0.01% 565
2022
Q1 		$911K Sell
33,110
-1,441
-4% -$40.5K 0.01% 466
2021
Q4 		$1.01M Buy
34,551
+812
+2% +$24K 0.02% 436
2021
Q3 		$977K Sell
33,739
-24,177
-42% -$722K 0.02% 365
2021
Q2 		$1.75M Sell
57,916
-4,554
-7% -$137K 0.04% 283
2021
Q1 		$1.81M Buy
62,470
+7,218
+13% +$209K 0.04% 271
2020
Q4 		$1.53M Buy
+55,252
New +$1.43M 0.05% 247

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

Cerity Partners's CWI Position: Q2 2026 in Review

Cerity Partners reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.3% in Q2 2026, selling an estimated $39K and leaving 77,425 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Cerity Partners first reported a position in CWI in Q4 2020 and has held it in 22 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Cerity Partners held 77,425 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.15M as of Q2 2026.
  • Cerity Partners sold 984 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $39K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1325 holding.
  • Cerity Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and has held it in 22 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's 13F filing for Q2 2026, filed 14 Aug 2026.