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Everhart Financial Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Everhart Financial Group’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
-38,100
Closed -$1.39M – 489
2026
Q1 		$1.39M Buy
+38,100
New +$1.44M 0.12% 117

Other funds holding CWI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

Everhart Financial Group's CWI Position: Q2 2026 in Review

Everhart Financial Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 38,100 shares — an estimated $1.39M sold.

Everhart Financial Group first reported a position in CWI in Q1 2026 and held it in 1 quarter. The position peaked at $1.39M in Q1 2026. 42 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Everhart Financial Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 38,100 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.39M.
  • Everhart Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.39M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.