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 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

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

GoalVest Advisory's CWI Position: Q2 2026 in Review

GoalVest Advisory held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 6,979 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #107.

GoalVest Advisory first reported a position in CWI in Q1 2024 and has held it in 10 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

GoalVest Advisory held 6,979 shares of State Street SPDR MSCI ACWI ex-US ETF worth $284K as of Q2 2026.
GoalVest Advisory left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.05% of GoalVest Advisory's portfolio in Q2 2026, its #107 holding.
GoalVest Advisory first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2024 and has held it in 10 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.