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

Financial Engines 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	$2.4M	Sell	59,081 -1,068	-2%	-$42.3K	﹤0.01%	222
2026 Q1	$2.2M	Sell	60,149 -243	-0.4%	-$9.16K	﹤0.01%	216
2025 Q4	$2.17M	Sell	60,392 -159	-0.3%	-$5.63K	﹤0.01%	231
2025 Q3	$2.11M	Sell	60,551 -43	-0.1%	-$1.44K	﹤0.01%	230
2025 Q2	$1.98M	Buy	60,594 +56	+0.1%	+$1.72K	﹤0.01%	219
2025 Q1	$1.79M	Sell	60,538 -1,710	-3%	-$50.1K	﹤0.01%	199
2024 Q4	$1.74M	Sell	62,248 -1,353	-2%	-$39.5K	﹤0.01%	209
2024 Q3	$1.94M	Sell	63,601 -570	-0.9%	-$16.5K	﹤0.01%	184
2024 Q2	$1.82M	Sell	64,171 -1,220	-2%	-$34.6K	﹤0.01%	178
2024 Q1	$1.86M	Sell	65,391 -1,268	-2%	-$34.6K	﹤0.01%	163
2023 Q4	$1.8M	Sell	66,659 -3,400	-5%	-$86.6K	﹤0.01%	151
2023 Q3	$1.74M	Sell	70,059 -295	-0.4%	-$7.63K	﹤0.01%	135
2023 Q2	$1.84M	Sell	70,354 -4,644	-6%	-$121K	﹤0.01%	141
2023 Q1	$1.93M	Sell	74,998 -6,045	-7%	-$154K	0.01%	138
2022 Q4	$1.95M	Buy	81,043 +63,185	+354%	+$1.47M	0.01%	128
2022 Q3	$378K	Sell	17,858 -78,291	-81%	-$1.84M	﹤0.01%	221
2022 Q2	$2.29M	Sell	96,149 -7,857	-8%	-$201K	0.01%	113
2022 Q1	$2.86M	Sell	104,006 -1,526	-1%	-$42.9K	0.01%	102
2021 Q4	$3.09M	Buy	105,532 +78,358	+288%	+$2.31M	0.01%	78
2021 Q3	$787K	Sell	27,174 -86,390	-76%	-$2.58M	﹤0.01%	127
2021 Q2	$3.43M	Sell	113,564 -7,997	-7%	-$241K	0.01%	66
2021 Q1	$3.51M	Sell	121,561 -7,652	-6%	-$222K	0.01%	77
2020 Q4	$3.57M	Sell	129,213 -17,317	-12%	-$449K	0.01%	77
2020 Q3	$3.52M	Sell	146,530 -32,051	-18%	-$773K	0.01%	76
2020 Q2	$4.05M	Buy	+178,581	New	+$3.82M	0.02%	69

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

Financial Engines Advisors's CWI Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.8% in Q2 2026, selling an estimated $42.3K and leaving 59,081 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Financial Engines Advisors first reported a position in CWI in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.05M in Q2 2020. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Financial Engines Advisors held 59,081 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.4M as of Q2 2026.
Financial Engines Advisors sold 1,068 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $42.3K.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #222 holding.
Financial Engines Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2020 and has held it in 25 quarters since.
Financial Engines Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $4.05M in Q2 2020.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.