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

Focus Financial Network’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	$3.47M	Sell	85,375 -4,459	-5%	-$177K	0.11%	151
2026 Q1	$3.29M	Sell	89,834 -647	-0.7%	-$24.4K	0.12%	147
2025 Q4	$3.25M	Sell	90,481 -834	-0.9%	-$29.5K	0.11%	145
2025 Q3	$3.19M	Sell	91,315 -357	-0.4%	-$12K	0.11%	146
2025 Q2	$2.99M	Buy	91,672 +205	+0.2%	+$6.3K	0.12%	147
2025 Q1	$2.71M	Sell	91,467 -6,207	-6%	-$182K	0.11%	141
2024 Q4	$2.73M	Sell	97,674 -194,114	-67%	-$5.67M	0.11%	142
2024 Q3	$8.88M	Buy	291,788 +5,672	+2%	+$165K	0.36%	49
2024 Q2	$8.33M	Buy	286,116 +5,778	+2%	+$164K	0.36%	52
2024 Q1	$7.63M	Buy	280,338 +6,363	+2%	+$173K	0.37%	52
2023 Q4	$7.41M	Buy	273,975 +37,029	+16%	+$943K	0.28%	78
2023 Q3	$5.9M	Sell	236,946 -34,805	-13%	-$901K	0.33%	63
2023 Q2	$7.1M	Buy	271,751 +3,091	+1%	+$80.3K	0.39%	51
2023 Q1	$6.91M	Buy	268,660 +15,968	+6%	+$406K	0.43%	52
2022 Q4	$6.08M	Buy	252,692 +13,217	+6%	+$307K	0.49%	42
2022 Q3	$5.08M	Buy	239,475 +35,017	+17%	+$824K	0.44%	44
2022 Q2	$4.86M	Buy	204,458 +22,972	+13%	+$586K	0.4%	46
2022 Q1	$4.99M	Buy	+181,486	New	+$5.1M	0.35%	56
2021 Q3	–	Sell	-149,941	Closed	-$4.53M	–	405
2021 Q2	$4.53M	Sell	149,941 -9,510	-6%	-$286K	0.6%	37
2021 Q1	$4.61M	Buy	159,451 +72,562	+84%	+$2.1M	0.54%	34
2020 Q4	$2.4M	Buy	86,889 +1,397	+2%	+$36.2K	0.21%	95
2020 Q3	$2.06M	Sell	85,492 -181	-0.2%	-$4.37K	0.19%	107
2020 Q2	$1.94M	Sell	85,673 -15,277	-15%	-$327K	0.22%	94
2020 Q1	$1.99M	Buy	100,950 +6,051	+6%	+$143K	0.27%	79
2019 Q4	$2.45M	Buy	94,899 +6,340	+7%	+$159K	0.3%	72
2019 Q3	$2.13M	Buy	88,559 +23,022	+35%	+$550K	0.3%	68
2019 Q2	$1.6M	Buy	65,537 +5,667	+9%	+$137K	0.24%	89
2019 Q1	$1.45M	Buy	+59,870	New	+$1.4M	0.23%	90

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

Focus Financial Network's CWI Position: Q2 2026 in Review

Focus Financial Network reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 5% in Q2 2026, selling an estimated $177K and leaving 85,375 shares worth $3.47M. The position accounts for 0.11% of the portfolio, ranked #151.

Focus Financial Network first reported a position in CWI in Q1 2019 and has held it in 28 quarters since. The position peaked at $8.88M in Q3 2024. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Focus Financial Network held 85,375 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.47M as of Q2 2026.
Focus Financial Network sold 4,459 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $177K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.11% of Focus Financial Network's portfolio in Q2 2026, its #151 holding.
Focus Financial Network first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2019 and has held it in 28 quarters since.
Focus Financial Network's State Street SPDR MSCI ACWI ex-US ETF position peaked at $8.88M in Q3 2024.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.