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

Cornerstone Wealth 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 		$549K Sell
13,508
-690
-5% -$27.4K 0.02% 466
2026
Q1 		$520K Sell
14,198
-83
-0.6% -$3.13K 0.03% 441
2025
Q4 		$513K Buy
14,281
+11
+0.1% +$389 0.03% 415
2025
Q3 		$498K Buy
14,270
+860
+6% +$28.8K 0.03% 418
2025
Q2 		$438K Buy
13,410
+8
+0.1% +$246 0.03% 417
2025
Q1 		$396K Sell
13,402
-343
-2% -$10.1K 0.03% 419
2024
Q4 		$384K Buy
13,745
+330
+2% +$9.64K 0.03% 410
2024
Q3 		$408K Hold
13,415
– – 0.03% 394
2024
Q2 		$380K Sell
13,415
-2,016
-13% -$57.1K 0.03% 389
2024
Q1 		$438K Sell
15,431
-683
-4% -$18.6K 0.04% 353
2023
Q4 		$436K Buy
16,114
+4,586
+40% +$117K 0.04% 345
2023
Q3 		$287K Hold
11,528
– – 0.03% 431
2023
Q2 		$301K Buy
11,528
+964
+9% +$25K 0.03% 400
2023
Q1 		$272K Buy
+10,564
New +$268K 0.03% 389
2021
Q4 		– Sell
-7,003
Closed -$203K – 505
2021
Q3 		$203K Sell
7,003
-1,570
-18% -$46.9K 0.02% 435
2021
Q2 		$259K Sell
8,573
-1,263
-13% -$38K 0.03% 388
2021
Q1 		$284K Buy
+9,836
New +$285K 0.03% 359

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $104B AUM 28.3% 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

Cornerstone Wealth Management's CWI Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 4.9% in Q2 2026, selling an estimated $27.4K and leaving 13,508 shares worth $549K. The position accounts for 0.02% of the portfolio, ranked #466.

Cornerstone Wealth Management first reported a position in CWI in Q1 2021 and has held it in 17 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Cornerstone Wealth Management held 13,508 shares of State Street SPDR MSCI ACWI ex-US ETF worth $549K as of Q2 2026.
  • Cornerstone Wealth Management sold 690 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $27.4K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 17 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.