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 Q3	$14.8M	Buy	368,299 +102,739	+39%	+$4.19M	2.92%	11
2026 Q2	$10.7M	Buy	265,560 +2,944	+1%	+$117K	2.86%	11
2026 Q1	$9.6M	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

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Friday Financial's CWI Position: Q3 2026 in Review

Friday Financial increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 39% in Q3 2026, buying an estimated $4.19M and bringing the position to 368,299 shares worth $14.8M. The position accounts for 2.92% of the portfolio, ranked #11.

Friday Financial first reported a position in CWI in Q4 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Friday Financial held 368,299 shares of State Street SPDR MSCI ACWI ex-US ETF worth $14.8M as of Q3 2026.
Friday Financial bought 102,739 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $4.19M.
State Street SPDR MSCI ACWI ex-US ETF made up 2.92% of Friday Financial's portfolio in Q3 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 8 quarters since.
59 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.