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Glass Jacobson Investment Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-225
Closed -$6.29K – 617
2025
Q1 		$6.29K Hold
225
– – ﹤0.01% 651
2024
Q4 		$6.29K Hold
225
– – ﹤0.01% 651
2024
Q3 		$6.85K Hold
225
– – ﹤0.01% 605
2024
Q2 		$6.37K Hold
225
– – ﹤0.01% 601
2024
Q1 		$6.39K Hold
225
– – ﹤0.01% 598
2023
Q4 		$6.08K Hold
225
– – ﹤0.01% 573
2023
Q3 		$5.6K Hold
225
– – ﹤0.01% 557
2023
Q2 		$5.88K Buy
+225
New +$5.84K ﹤0.01% 563
2022
Q4 		$5.41K Buy
+225
New +$5.23K ﹤0.01% 581

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
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 $377B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Glass Jacobson Investment Advisors's CWI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 225 shares — an estimated $6.29K sold.

Glass Jacobson Investment Advisors first reported a position in CWI in Q4 2022 and held it in 9 quarters. The position peaked at $6.85K in Q3 2024. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 225 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $6.29K.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $6.85K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.