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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$18.1M Sell
445,173
-2,557
-0.6% -$101K 0.48% 50
2026
Q1 		$16.4M Buy
447,730
+15,293
+4% +$577K 0.52% 46
2025
Q4 		$15.5M Buy
432,437
+20,193
+5% +$715K 0.54% 42
2025
Q3 		$14.4M Buy
412,244
+25,571
+7% +$857K 0.49% 46
2025
Q2 		$12.6M Buy
386,673
+113,289
+41% +$3.48M 0.49% 45
2025
Q1 		$8.09M Sell
273,384
-10,718
-4% -$314K 0.36% 57
2024
Q4 		$7.94M Sell
284,102
-14,585
-5% -$426K 0.35% 57
2024
Q3 		$9.09M Sell
298,687
-18,877
-6% -$548K 0.42% 54
2024
Q2 		$8.99M Buy
317,564
+1,312
+0.4% +$37.2K 0.45% 53
2024
Q1 		$8.98M Sell
316,252
-1,231,852
-80% -$33.6M 0.49% 49
2023
Q4 		$41.9M Buy
1,548,104
+67,011
+5% +$1.71M 2.51% 11
2023
Q3 		$36.9M Buy
1,481,093
+255,971
+21% +$6.62M 2.51% 11
2023
Q2 		$32M Buy
1,225,122
+534,359
+77% +$13.9M 2.15% 12
2023
Q1 		$17.8M Buy
690,763
+83,307
+14% +$2.12M 1.4% 21
2022
Q4 		$14.6M Buy
607,456
+462,747
+320% +$10.8M 1.3% 21
2022
Q3 		$3.07M Sell
144,709
-4,484
-3% -$106K 0.29% 69
2022
Q2 		$3.55M Buy
149,193
+16,530
+12% +$422K 0.34% 65
2022
Q1 		$3.65M Buy
132,663
+117,595
+780% +$3.31M 0.3% 56
2021
Q4 		$441K Buy
+15,068
New +$445K 0.04% 167

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

Gerber Kawasaki Wealth & Investment Management's CWI Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.57% in Q2 2026, selling an estimated $101K and leaving 445,173 shares worth $18.1M. The position accounts for 0.48% of the portfolio, ranked #50.

Gerber Kawasaki Wealth & Investment Management first reported a position in CWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $41.9M in Q4 2023. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 445,173 shares of State Street SPDR MSCI ACWI ex-US ETF worth $18.1M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 2,557 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $101K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.48% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #50 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $41.9M in Q4 2023.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.