Focus Partners Advisor Solutions’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Focus Partners Advisor Solutions’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	$18.1M	Buy	443,931 +2,408	+0.5%	+$95.5K	0.15%	74
2026 Q1	$16.2M	Buy	441,523 +2,731	+0.6%	+$103K	0.16%	73
2025 Q4	$15.8M	Buy	438,792 +21,583	+5%	+$764K	0.19%	69
2025 Q3	$14.6M	Sell	417,209 -7,818	-2%	-$262K	0.17%	78
2025 Q2	$13.9M	Buy	425,027 +15,215	+4%	+$468K	0.19%	70
2025 Q1	$12.1M	Sell	409,812 -216	-0.1%	-$6.33K	0.18%	69
2024 Q4	$11.5M	Buy	410,028 +188,264	+85%	+$5.5M	0.19%	69
2024 Q3	$6.75M	Buy	221,764 +26,741	+14%	+$776K	0.14%	78
2024 Q2	$5.52M	Buy	195,023 +4,169	+2%	+$118K	0.14%	75
2024 Q1	$5.42M	Buy	+190,854	New	+$5.2M	0.16%	75

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 Partners Advisor Solutions's CWI Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.55% in Q2 2026, buying an estimated $95.5K and bringing the position to 443,931 shares worth $18.1M. The position accounts for 0.15% of the portfolio, ranked #74.

Focus Partners Advisor Solutions first reported a position in CWI in Q1 2024 and has held it in 10 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Focus Partners Advisor Solutions held 443,931 shares of State Street SPDR MSCI ACWI ex-US ETF worth $18.1M as of Q2 2026.
Focus Partners Advisor Solutions bought 2,408 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $95.5K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.15% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #74 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2024 and has held it in 10 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.