Corient Private Wealth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Corient Private Wealth’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	$541K	Sell	13,291 -31,532	-70%	-$1.25M	﹤0.01%	2166
2026 Q1	$1.64M	Sell	44,823 -1,046	-2%	-$39.4K	﹤0.01%	1371
2025 Q4	$1.65M	Sell	45,869 -1,258	-3%	-$44.5K	﹤0.01%	1249
2025 Q3	$1.65M	Sell	47,127 -270	-0.6%	-$9.04K	﹤0.01%	1157
2025 Q2	$1.55M	Buy	47,397 +1,617	+4%	+$49.7K	﹤0.01%	1156
2025 Q1	$1.35M	Sell	45,780 -15,827	-26%	-$464K	﹤0.01%	1148
2024 Q4	$1.72M	Sell	61,607 -705	-1%	-$20.6K	﹤0.01%	1057
2024 Q3	$1.9M	Buy	62,312 +911	+1%	+$26.4K	﹤0.01%	1126
2024 Q2	$1.74M	Buy	61,401 +186	+0.3%	+$5.27K	﹤0.01%	1085
2024 Q1	$1.74M	Sell	61,215 -199	-0.3%	-$5.43K	﹤0.01%	1086
2023 Q4	$1.66M	Sell	61,414 -55	-0.1%	-$1.4K	﹤0.01%	1088
2023 Q3	$1.53M	Sell	61,469 -4	-0%	-$104	﹤0.01%	1022
2023 Q2	$1.61M	Sell	61,473 -12,915	-17%	-$335K	﹤0.01%	975
2023 Q1	$1.91M	Buy	74,388 +14,731	+25%	+$374K	0.01%	858
2022 Q4	$1.44M	Buy	+59,657	New	+$1.39M	0.01%	806

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $104B AUM 28.3% 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

Corient Private Wealth's CWI Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 70% in Q2 2026, selling an estimated $1.25M and leaving 13,291 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Corient Private Wealth first reported a position in CWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q1 2023. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Corient Private Wealth held 13,291 shares of State Street SPDR MSCI ACWI ex-US ETF worth $541K as of Q2 2026.
Corient Private Wealth sold 31,532 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.25M.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2166 holding.
Corient Private Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.91M in Q1 2023.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.