CCWA
CWI icon

CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$35M Sell
861,432
-18,567
-2% -$736K 0.46% 35
2026
Q1 		$32.2M Sell
879,999
-193,904
-18% -$7.31M 0.47% 36
2025
Q4 		$38.6M Sell
1,073,903
-55,795
-5% -$1.98M 0.58% 34
2025
Q3 		$39.4M Sell
1,129,698
-18,344
-2% -$614K 0.62% 34
2025
Q2 		$37.5M Sell
1,148,042
-40,179
-3% -$1.24M 0.63% 33
2025
Q1 		$35.1M Sell
1,188,221
-25,915
-2% -$760K 0.66% 33
2024
Q4 		$33.9M Buy
1,214,136
+8,277
+0.7% +$242K 0.66% 32
2024
Q3 		$36.7M Sell
1,205,859
-1,918
-0.2% -$55.6K 0.85% 31
2024
Q2 		$34.2M Buy
1,207,777
+26,364
+2% +$747K 0.73% 31
2024
Q1 		$33.6M Buy
1,181,413
+71,305
+6% +$1.94M 0.76% 29
2023
Q4 		$30M Buy
1,110,108
+11,472
+1% +$292K 0.75% 30
2023
Q3 		$27.3M Buy
1,098,636
+51,723
+5% +$1.34M 0.77% 30
2023
Q2 		$27.4M Sell
1,046,913
-2,007
-0.2% -$52.1K 0.77% 31
2023
Q1 		$27M Sell
1,048,920
-100,629
-9% -$2.56M 0.8% 32
2022
Q4 		$27.7M Buy
+1,149,549
New +$26.7M 1.03% 27
2022
Q3 		– Sell
-1,150,791
Closed -$27.4M – 94
2022
Q2 		$27.4M Buy
1,150,791
+104,103
+10% +$2.66M 1.14% 25
2022
Q1 		$28.8M Buy
1,046,688
+149,368
+17% +$4.2M 1.03% 28
2021
Q4 		$26.3M Buy
897,320
+32,829
+4% +$969K 0.96% 30
2021
Q3 		$25M Buy
864,491
+55,139
+7% +$1.65M 0.98% 30
2021
Q2 		$24.4M Sell
809,352
-44,157
-5% -$1.33M 1% 29
2021
Q1 		$24.7M Sell
853,509
-48,227
-5% -$1.4M 1.17% 24
2020
Q4 		$24.9M Sell
901,736
-1,845
-0.2% -$47.8K 1.22% 26
2020
Q3 		$21.7M Buy
903,581
+19,578
+2% +$472K 1.23% 26
2020
Q2 		$20M Buy
+884,003
New +$18.9M 1.22% 27
2019
Q4 		$19.6M Buy
760,773
+50,270
+7% +$1.26M 1.56% 18
2019
Q3 		$17.1M Buy
710,503
+126,254
+22% +$3.02M 1.49% 19
2019
Q2 		$14.3M Buy
584,249
+28,701
+5% +$695K 1.43% 19
2019
Q1 		$13.4M Buy
555,548
+63,780
+13% +$1.5M 1.47% 18
2018
Q4 		$10.7M Sell
491,768
-12,339
-2% -$284K 1.07% 28
2018
Q3 		$12.6M Buy
504,107
+33,266
+7% +$825K 1.17% 22
2018
Q2 		$11.6M Buy
470,841
+17,583
+4% +$453K 1.14% 22
2018
Q1 		$11.7M Buy
+453,258
New +$12M 1.17% 23

Other funds holding CWI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's CWI Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.1% in Q2 2026, selling an estimated $736K and leaving 861,432 shares worth $35M. The position accounts for 0.46% of the portfolio, ranked #35.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CWI in Q1 2018 and has held it in 32 quarters since. The position peaked at $39.4M in Q3 2025. 40 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 861,432 shares of State Street SPDR MSCI ACWI ex-US ETF worth $35M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 18,567 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $736K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.46% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2018 and has held it in 32 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $39.4M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.