Focus Partners Wealth
CWI icon

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

Focus Partners Wealth’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 		$5.14M Sell
126,394
-1,099
-0.9% -$43.6K 0.01% 950
2026
Q1 		$4.72M Sell
127,493
-8,990
-7% -$339K 0.01% 957
2025
Q4 		$4.9M Sell
136,483
-565
-0.4% -$20K 0.01% 951
2025
Q3 		$4.79M Sell
137,048
-13,503
-9% -$452K 0.01% 756
2025
Q2 		$4.92M Buy
150,551
+550
+0.4% +$16.9K 0.01% 681
2025
Q1 		$4.44M Sell
150,001
-22,589
-13% -$662K 0.01% 660
2024
Q4 		$4.82M Buy
172,590
+6,447
+4% +$188K 0.01% 620
2024
Q3 		$5.06M Sell
166,143
-213
-0.1% -$6.18K 0.02% 558
2024
Q2 		$4.71M Buy
166,356
+1,426
+0.9% +$40.4K 0.02% 505
2024
Q1 		$4.68M Sell
164,930
-2,113
-1% -$57.6K 0.04% 332
2023
Q4 		$4.52M Buy
+167,043
New +$4.25M 0.06% 244

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Wealth's CWI Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.86% in Q2 2026, selling an estimated $43.6K and leaving 126,394 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #950.

Focus Partners Wealth first reported a position in CWI in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Focus Partners Wealth held 126,394 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.14M as of Q2 2026.
  • Focus Partners Wealth sold 1,099 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $43.6K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #950 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 11 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.