Coston McIsaac & Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Coston McIsaac & Partners’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	$69K	Hold	1,717	–	–	0.01%	288
2026 Q1	$62K	Hold	1,717	–	–	0.01%	291
2025 Q4	$61K	Hold	1,717	–	–	0.01%	282
2025 Q3	$59K	Hold	1,717	–	–	0.01%	280
2025 Q2	$56K	Hold	1,717	–	–	0.01%	277
2025 Q1	$50K	Hold	1,717	–	–	0.01%	270
2024 Q4	$47K	Hold	1,717	–	–	0.01%	285
2024 Q3	$52K	Hold	1,717	–	–	0.01%	271
2024 Q2	$48K	Hold	1,717	–	–	0.02%	269
2024 Q1	$48K	Hold	1,717	–	–	0.02%	272
2023 Q4	$46K	Hold	1,717	–	–	0.02%	265
2023 Q3	$42K	Hold	1,717	–	–	0.02%	264
2023 Q2	$44K	Hold	1,717	–	–	0.02%	288
2023 Q1	$44K	Hold	1,717	–	–	0.02%	280
2022 Q4	$41K	Buy	+1,717	New	+$39.9K	0.02%	297

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

Coston McIsaac & Partners's CWI Position: Q2 2026 in Review

Coston McIsaac & Partners held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 1,717 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #288.

Coston McIsaac & Partners first reported a position in CWI in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Coston McIsaac & Partners held 1,717 shares of State Street SPDR MSCI ACWI ex-US ETF worth $69K as of Q2 2026.
Coston McIsaac & Partners left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #288 holding.
Coston McIsaac & Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.