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

Friday Financial’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	$10.7M	Buy	265,560 +2,944	+1%	+$117K	2.86%	11
2026 Q1	$9.61M	Buy	262,616 +2,741	+1%	+$103K	3.31%	9
2025 Q4	$9.33M	Buy	259,875 +22,117	+9%	+$783K	3.29%	8
2025 Q3	$8.3M	Hold	237,758	–	–	3.48%	7
2025 Q2	$7.77M	Buy	237,758 +14,704	+7%	+$452K	3.95%	6
2025 Q1	$6.63M	Hold	223,054	–	–	3.97%	6
2024 Q4	$6.23M	Buy	+223,054	New	+$6.52M	4.29%	5

Other funds holding CWI

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 51.91% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $121M AUM 38.26% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

Friday Financial's CWI Position: Q2 2026 in Review

Friday Financial increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.1% in Q2 2026, buying an estimated $117K and bringing the position to 265,560 shares worth $10.7M. The position accounts for 2.86% of the portfolio, ranked #11.

Friday Financial first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Friday Financial held 265,560 shares of State Street SPDR MSCI ACWI ex-US ETF worth $10.7M as of Q2 2026.
Friday Financial bought 2,944 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $117K.
State Street SPDR MSCI ACWI ex-US ETF made up 2.86% of Friday Financial's portfolio in Q2 2026, its #11 holding.
Friday Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

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