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COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$3.82K Buy
+94
New +$3.73K ﹤0.01% 1227

Other funds holding CWI

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

COMPASS FINANCIAL MANAGEMENT LLC's CWI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 94 shares worth $3.82K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings.

229 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 94 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.82K as of Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1227 holding.
  • 229 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.