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

CWC 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 Q3	$5.58M	Buy	138,118 +2,974	+2%	+$121K	2.6%	7
2026 Q2	$5.5M	Sell	135,144 -3,416	-2%	-$135K	2.44%	8
2026 Q1	$5.07M	Buy	138,560 +1,267	+0.9%	+$47.8K	2.41%	10
2025 Q4	$4.93M	Buy	137,293 +1,878	+1%	+$66.5K	2.38%	10
2025 Q3	$4.73M	Buy	135,415 +2,667	+2%	+$89.3K	2.32%	12
2025 Q2	$4.34M	Buy	132,748 +7,254	+6%	+$223K	2.24%	15
2025 Q1	$3.71M	Buy	+125,494	New	+$3.68M	2.11%	15

Other funds holding CWI

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CWC Advisors's CWI Position: Q3 2026 in Review

CWC Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.2% in Q3 2026, buying an estimated $121K and bringing the position to 138,118 shares worth $5.58M. The position accounts for 2.6% of the portfolio, ranked #7.

CWC Advisors first reported a position in CWI in Q1 2025 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

CWC Advisors held 138,118 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.58M as of Q3 2026.
CWC Advisors bought 2,974 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $121K.
State Street SPDR MSCI ACWI ex-US ETF made up 2.6% of CWC Advisors's portfolio in Q3 2026, its #7 holding.
CWC Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.