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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Farther Finance Advisors's CWI Position: Q2 2026 in Review

Farther Finance Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.4% in Q2 2026, selling an estimated $19K and leaving 32,644 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #933.

Farther Finance Advisors first reported a position in CWI in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.85M in Q4 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Farther Finance Advisors held 32,644 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.33M as of Q2 2026.
Farther Finance Advisors sold 479 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $19K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #933 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 13 quarters since.
Farther Finance Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.85M in Q4 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.