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

FSM Wealth Advisors’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	$408K	Buy	10,031 +8	+0.1%	+$317	0.04%	214
2026 Q1	$367K	Hold	10,023	–	–	0.05%	205
2025 Q4	$360K	Buy	10,023 +158	+2%	+$5.59K	0.05%	207
2025 Q3	$344K	Hold	9,865	–	–	0.05%	219
2025 Q2	$320K	Buy	9,865 +125	+1%	+$3.84K	0.05%	210
2025 Q1	$288K	Hold	9,740	–	–	0.06%	159
2024 Q4	$273K	Buy	9,740 +122	+1%	+$3.56K	0.07%	144
2024 Q3	$293K	Hold	9,618	–	–	0.08%	134
2024 Q2	$272K	Buy	9,618 +124	+1%	+$3.51K	0.09%	124
2024 Q1	$270K	Buy	9,494 +51	+0.5%	+$1.39K	0.1%	131
2023 Q4	$255K	Buy	9,443 +111	+1%	+$2.83K	0.11%	125
2023 Q3	$232K	Buy	9,332 +220	+2%	+$5.69K	0.12%	127
2023 Q2	$237K	Buy	9,112 +5	+0.1%	+$130	0.12%	137
2023 Q1	$234K	Buy	+9,107	New	+$231K	0.14%	137

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

FSM Wealth Advisors's CWI Position: Q2 2026 in Review

FSM Wealth Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.08% in Q2 2026, buying an estimated $317 and bringing the position to 10,031 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #214.

FSM Wealth Advisors first reported a position in CWI in Q1 2023 and has held it in 14 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

FSM Wealth Advisors held 10,031 shares of State Street SPDR MSCI ACWI ex-US ETF worth $408K as of Q2 2026.
FSM Wealth Advisors bought 8 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $317.
State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #214 holding.
FSM Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and has held it in 14 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.