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

Farther Finance 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 		$1.35M Buy
33,463
+819
+3% +$33.4K 0.01% 974
2026
Q2 		$1.33M Sell
32,644
-479
-1% -$19K 0.01% 933
2026
Q1 		$1.23M Sell
33,123
-18,249
-36% -$688K 0.01% 861
2025
Q4 		$1.85M Buy
51,372
+49,138
+2,200% +$1.74M 0.02% 618
2025
Q3 		$78K Hold
2,234
– – ﹤0.01% 2182
2025
Q2 		$73K Sell
2,234
-539
-19% -$16.6K ﹤0.01% 1930
2025
Q1 		$82.2K Buy
2,773
+2,753
+13,765% +$80.7K ﹤0.01% 1638
2024
Q4 		$559 Hold
20
– – ﹤0.01% 3422
2024
Q3 		$609 Sell
20
-56
-74% -$1.62K ﹤0.01% 3384
2024
Q2 		$2.15K Buy
76
+56
+280% +$1.59K ﹤0.01% 2763
2024
Q1 		$566 Sell
20
-2,609
-99% -$71.1K ﹤0.01% 2983
2023
Q4 		$71.1K Buy
+2,629
New +$66.9K 0.01% 910
2023
Q2 		– Sell
-1,906
Closed -$49K – 2513
2023
Q1 		$49K Hold
1,906
– – 0.01% 607
2022
Q4 		$45.9K Buy
+1,906
New +$44.3K 0.02% 513

Other funds holding CWI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FF
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
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
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's CWI Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.5% in Q3 2026, buying an estimated $33.4K and bringing the position to 33,463 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #974.

Farther Finance Advisors first reported a position in CWI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q4 2025. 29 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Farther Finance Advisors held 33,463 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.35M as of Q3 2026.
  • Farther Finance Advisors bought 819 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $33.4K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #974 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • Farther Finance Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.85M in Q4 2025.
  • 29 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.