HHM Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

HHM Wealth 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
2026 Q2	$2.3M	Sell	56,539 -3,035	-5%	-$120K	0.23%	42
2026 Q1	$2.18M	Sell	59,574 -2,700	-4%	-$102K	0.25%	35
2025 Q4	$2.24M	Sell	62,274 -7,425	-11%	-$263K	0.26%	34
2025 Q3	$2.43M	Sell	69,699 -3,080	-4%	-$103K	0.28%	32
2025 Q2	$2.38M	Sell	72,779 -6,380	-8%	-$196K	0.28%	31
2025 Q1	$2.34M	Hold	79,159	–	–	0.32%	28
2024 Q4	$2.21M	Sell	79,159 -510	-0.6%	-$14.9K	0.3%	32
2024 Q3	$2.43M	Sell	79,669 -9,005	-10%	-$261K	0.34%	26
2024 Q2	$2.51M	Hold	88,674	–	–	0.38%	24
2024 Q1	$2.52M	Sell	88,674 -3,285	-4%	-$89.6K	0.41%	21
2023 Q4	$2.49M	Sell	91,959 -2,685	-3%	-$68.4K	0.43%	19
2023 Q3	$2.36M	Hold	94,644	–	–	0.46%	20
2023 Q2	$2.47M	Hold	94,644	–	–	0.46%	21
2023 Q1	$2.44M	Hold	94,644	–	–	0.5%	20
2022 Q4	$2.28M	Hold	94,644	–	–	0.52%	21
2022 Q3	$2.01M	Hold	94,644	–	–	0.53%	22
2022 Q2	$2.25M	Hold	94,644	–	–	0.58%	21
2022 Q1	$2.6M	Hold	94,644	–	–	0.61%	22
2021 Q4	$2.77M	Hold	94,644	–	–	0.67%	21
2021 Q3	$2.74M	Hold	94,644	–	–	0.75%	18
2021 Q2	$2.86M	Buy	+94,644	New	+$2.85M	0.78%	18

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

HHM Wealth Advisors's CWI Position: Q2 2026 in Review

HHM Wealth Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 5.1% in Q2 2026, selling an estimated $120K and leaving 56,539 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #42.

HHM Wealth Advisors first reported a position in CWI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.86M in Q2 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

HHM Wealth Advisors held 56,539 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.3M as of Q2 2026.
HHM Wealth Advisors sold 3,035 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $120K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.23% of HHM Wealth Advisors's portfolio in Q2 2026, its #42 holding.
HHM Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 21 quarters since.
HHM Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.86M 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 HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.