Curi RMB Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Curi RMB Capital’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	–	Sell	-11,321	Closed	-$414K	–	923
2026 Q1	$414K	Hold	11,321	–	–	0.01%	644
2025 Q4	$407K	Hold	11,321	–	–	0.01%	670
2025 Q3	$395K	Hold	11,321	–	–	0.01%	554
2025 Q2	$370K	Hold	11,321	–	–	0.01%	556
2025 Q1	$335K	Hold	11,321	–	–	0.01%	418
2024 Q4	$316K	Hold	11,321	–	–	0.01%	457
2024 Q3	$345K	Hold	11,321	–	–	0.01%	467
2024 Q2	$320K	Hold	11,321	–	–	0.01%	466
2024 Q1	$322K	Buy	+11,321	New	+$309K	0.01%	489

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

Curi RMB Capital's CWI Position: Q2 2026 in Review

Curi RMB Capital sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 11,321 shares — an estimated $414K sold.

Curi RMB Capital first reported a position in CWI in Q1 2024 and held it in 9 quarters. The position peaked at $414K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Curi RMB Capital reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
Curi RMB Capital sold 11,321 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $414K.
Curi RMB Capital first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2024 and held it in 9 quarters.
Curi RMB Capital's State Street SPDR MSCI ACWI ex-US ETF position peaked at $414K in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.