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

First Pacific Financial’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	$179K	Buy	4,397 +51	+1%	+$2.02K	0.02%	182
2026 Q1	$159K	Hold	4,346	–	–	0.02%	176
2025 Q4	$156K	Buy	4,346 +76	+2%	+$2.69K	0.02%	177
2025 Q3	$149K	Hold	4,270	–	–	0.02%	181
2025 Q2	$139K	Sell	4,270 -121	-3%	-$3.72K	0.02%	186
2025 Q1	$130K	Hold	4,391	–	–	0.03%	150
2024 Q4	$123K	Buy	4,391 +61	+1%	+$1.78K	0.03%	160
2024 Q3	$132K	Hold	4,330	–	–	0.03%	149
2024 Q2	$123K	Buy	4,330 +62	+1%	+$1.76K	0.03%	132
2024 Q1	$121K	Hold	4,268	–	–	0.03%	135
2023 Q4	$115K	Buy	4,268 +54	+1%	+$1.38K	0.04%	132
2023 Q3	$105K	Hold	4,214	–	–	0.05%	121
2023 Q2	$110K	Buy	+4,214	New	+$109K	0.05%	120
2022 Q3	–	Sell	-9,760	Closed	-$232K	–	104
2022 Q2	$232K	Buy	+9,760	New	+$249K	0.11%	102

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

First Pacific Financial's CWI Position: Q2 2026 in Review

First Pacific Financial increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.2% in Q2 2026, buying an estimated $2.02K and bringing the position to 4,397 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #182.

First Pacific Financial first reported a position in CWI in Q2 2022 and has held it in 14 quarters since. The position peaked at $232K in Q2 2022. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

First Pacific Financial held 4,397 shares of State Street SPDR MSCI ACWI ex-US ETF worth $179K as of Q2 2026.
First Pacific Financial bought 51 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $2.02K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #182 holding.
First Pacific Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2022 and has held it in 14 quarters since.
First Pacific Financial's State Street SPDR MSCI ACWI ex-US ETF position peaked at $232K in Q2 2022.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.