CA
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CoreCap Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

CoreCap 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 		$118K Buy
2,903
+3
+0.1% +$119 ﹤0.01% 1043
2026
Q1 		$106K Buy
2,900
+595
+26% +$22.4K ﹤0.01% 1013
2025
Q4 		$82.8K Hold
2,305
– – ﹤0.01% 1101
2025
Q3 		$80.5K Buy
2,305
+612
+36% +$20.5K ﹤0.01% 1124
2025
Q2 		$55.3K Buy
1,693
+73
+5% +$2.24K ﹤0.01% 1203
2025
Q1 		$47.9K Buy
1,620
+45
+3% +$1.32K ﹤0.01% 1183
2024
Q4 		$44K Sell
1,575
-57
-3% -$1.67K ﹤0.01% 1241
2024
Q3 		$49.7K Hold
1,632
– – ﹤0.01% 1187
2024
Q2 		$46.2K Hold
1,632
– – ﹤0.01% 682
2024
Q1 		$46.3K Buy
+1,632
New +$44.5K ﹤0.01% 1149
2022
Q4 		$39K Buy
+1,623
New +$37.8K ﹤0.01% 1073
2022
Q3 		– Sell
-1,730
Closed -$41K – 864
2022
Q2 		$41K Buy
+1,730
New +$44.2K ﹤0.01% 997
2022
Q1 		– Sell
-386
Closed -$11K – 878
2021
Q4 		$11K Buy
+386
New +$11.4K ﹤0.01% 1515

Other funds holding CWI

AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
CCA
Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return