Compass Financial Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Compass Financial Management’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 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 $103B AUM 28.65% 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

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Compass Financial Management's CWI Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1227 holding.
262 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.