Focus Partners Wealth
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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
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 $1.37T 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
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return