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Flaharty Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Flaharty Asset Management’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
2025
Q2 		– Sell
-24
Closed -$710 – 202
2025
Q1 		$710 Buy
+24
New +$703 ﹤0.01% 480
2024
Q4 		– Sell
-24
Closed -$731 – 195
2024
Q3 		$731 Buy
+24
New +$696 ﹤0.01% 426
2023
Q4 		– Sell
-24
Closed -$597 – 187
2023
Q3 		$597 Buy
+24
New +$621 ﹤0.01% 450

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Flaharty Asset Management's CWI Position: Q2 2025 in Review

Flaharty Asset Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 24 shares — an estimated $710 sold.

Flaharty Asset Management first reported a position in CWI in Q3 2023 and held it in 3 quarters. The position peaked at $731 in Q3 2024. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • Flaharty Asset Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 24 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $710.
  • Flaharty Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $731 in Q3 2024.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.