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GoalVest Advisory’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

GoalVest Advisory’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 		$254K Sell
6,297
-682
-10% -$27.8K 0.04% 109
2026
Q2 		$284K Hold
6,979
– – 0.05% 107
2026
Q1 		$255K Hold
6,979
– – 0.05% 129
2025
Q4 		$251K Hold
6,979
– – 0.05% 133
2025
Q3 		$244K Hold
6,979
– – 0.05% 123
2025
Q2 		$228K Hold
6,979
– – 0.06% 121
2025
Q1 		$206K Sell
6,979
-70
-1% -$2.05K 0.06% 114
2024
Q4 		$197K Hold
7,049
– – 0.05% 111
2024
Q3 		$215K Hold
7,049
– – 0.06% 101
2024
Q2 		$200K Hold
7,049
– – 0.06% 99
2024
Q1 		$200K Buy
+7,049
New +$192K 0.07% 103

Other funds holding CWI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GoalVest Advisory's CWI Position: Q3 2026 in Review

GoalVest Advisory reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 9.8% in Q3 2026, selling an estimated $27.8K and leaving 6,297 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #109.

GoalVest Advisory first reported a position in CWI in Q1 2024 and has held it in 11 quarters since. The position peaked at $284K in Q2 2026. 26 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • GoalVest Advisory held 6,297 shares of State Street SPDR MSCI ACWI ex-US ETF worth $254K as of Q3 2026.
  • GoalVest Advisory sold 682 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $27.8K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of GoalVest Advisory's portfolio in Q3 2026, its #109 holding.
  • GoalVest Advisory first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2024 and has held it in 11 quarters since.
  • GoalVest Advisory's State Street SPDR MSCI ACWI ex-US ETF position peaked at $284K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.