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Harbour Investments’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Harbour Investments’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 		$4.27K Sell
105
-765
-88% -$30.3K ﹤0.01% 3750
2026
Q1 		$31.8K Buy
870
+105
+14% +$3.96K ﹤0.01% 2608
2025
Q4 		$27.5K Buy
765
+13
+2% +$460 ﹤0.01% 2269
2025
Q3 		$26.3K Hold
752
– – ﹤0.01% 2208
2025
Q2 		$24.6K Buy
752
+10
+1% +$307 ﹤0.01% 2149
2025
Q1 		$21.9K Hold
742
– – ﹤0.01% 2155
2024
Q4 		$20.7K Buy
742
+11
+2% +$321 ﹤0.01% 2116
2024
Q3 		$22.3K Hold
731
– – ﹤0.01% 2005
2024
Q2 		$20.7K Buy
+731
New +$20.7K ﹤0.01% 1939
2023
Q4 		– Sell
-19
Closed -$473 – 3142
2023
Q3 		$473 Hold
19
– – ﹤0.01% 2812
2023
Q2 		$496 Hold
19
– – ﹤0.01% 2818
2023
Q1 		$489 Buy
+19
New +$483 ﹤0.01% 2813
2022
Q4 		– Sell
-864
Closed -$21K – 3018
2022
Q3 		$21K Hold
864
– – ﹤0.01% 1616
2022
Q2 		$21K Buy
+864
New +$22.1K ﹤0.01% 1616
2021
Q4 		$115K Sell
3,914
-1,284
-25% -$37.9K 0.01% 915
2021
Q3 		$151K Hold
5,198
– – ﹤0.01% 1157
2021
Q2 		$157K Buy
5,198
+3,875
+293% +$117K 0.01% 1163
2021
Q1 		$38K Buy
+1,323
New +$38.3K ﹤0.01% 1844

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

Harbour Investments's CWI Position: Q2 2026 in Review

Harbour Investments reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 88% in Q2 2026, selling an estimated $30.3K and leaving 105 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #3750.

Harbour Investments first reported a position in CWI in Q1 2021 and has held it in 18 quarters since. The position peaked at $157K in Q2 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Harbour Investments held 105 shares of State Street SPDR MSCI ACWI ex-US ETF worth $4.27K as of Q2 2026.
  • Harbour Investments sold 765 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $30.3K.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3750 holding.
  • Harbour Investments first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 18 quarters since.
  • Harbour Investments's State Street SPDR MSCI ACWI ex-US ETF position peaked at $157K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.