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

EP Wealth 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
Q1 		$262K Sell
7,168
-90
-1% -$3.39K ﹤0.01% 1245
2025
Q4 		$261K Buy
+7,258
New +$257K ﹤0.01% 1221
2025
Q2 		$223K Buy
6,818
+88
+1% +$2.71K ﹤0.01% 1192
2025
Q1 		$199K Buy
+6,730
New +$197K ﹤0.01% 1136

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

EP Wealth Advisors's CWI Position: Q1 2026 in Review

EP Wealth Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.2% in Q1 2026, selling an estimated $3.39K and leaving 7,168 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

EP Wealth Advisors first reported a position in CWI in Q1 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • EP Wealth Advisors held 7,168 shares of State Street SPDR MSCI ACWI ex-US ETF worth $262K as of Q1 2026.
  • EP Wealth Advisors sold 90 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $3.39K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1245 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.