EH
CWI icon

Equitable Holdings’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Equitable Holdings’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 		$5.58M Sell
137,269
-127,197
-48% -$5.04M 0.03% 425
2026
Q1 		$9.5M Buy
264,466
+171,676
+185% +$6.47M 0.06% 284
2025
Q4 		$3.33M Buy
92,790
+49,018
+112% +$1.74M 0.02% 488
2025
Q3 		$1.53M Buy
43,772
+18,791
+75% +$629K 0.01% 703
2025
Q2 		$816K Buy
24,981
+741
+3% +$22.8K 0.01% 855
2025
Q1 		$717K Sell
24,240
-8,043
-25% -$236K 0.01% 809
2024
Q4 		$902K Sell
32,283
-5,278
-14% -$154K 0.01% 698
2024
Q3 		$1.14M Buy
37,561
+6,355
+20% +$184K 0.01% 644
2024
Q2 		$883K Sell
31,206
-397
-1% -$11.3K 0.01% 680
2024
Q1 		$898K Buy
31,603
+394
+1% +$10.7K 0.01% 645
2023
Q4 		$844K Buy
31,209
+10,004
+47% +$255K 0.01% 628
2023
Q3 		$528K Buy
21,205
+2,219
+12% +$57.4K 0.01% 697
2023
Q2 		$496K Sell
18,986
-103,483
-84% -$2.69M 0.01% 703
2023
Q1 		$3.15M Buy
+122,469
New +$3.11M 0.05% 245
2020
Q4 		– Sell
-9,009
Closed -$217K – 683
2020
Q3 		$217K Buy
+9,009
New +$217K 0.01% 575

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

Equitable Holdings's CWI Position: Q2 2026 in Review

Equitable Holdings reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 48% in Q2 2026, selling an estimated $5.04M and leaving 137,269 shares worth $5.58M. The position accounts for 0.03% of the portfolio, ranked #425.

Equitable Holdings first reported a position in CWI in Q3 2020 and has held it in 15 quarters since. The position peaked at $9.5M in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Equitable Holdings held 137,269 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.58M as of Q2 2026.
  • Equitable Holdings sold 127,197 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $5.04M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #425 holding.
  • Equitable Holdings first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2020 and has held it in 15 quarters since.
  • Equitable Holdings's State Street SPDR MSCI ACWI ex-US ETF position peaked at $9.5M 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.