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

IAG Wealth Partners’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 		$11.5M Buy
282,870
+2,802
+1% +$111K 1.14% 29
2026
Q1 		$10.2M Buy
280,068
+7,817
+3% +$295K 1.14% 29
2025
Q4 		$9.78M Sell
272,251
-15,087
-5% -$534K 1.13% 28
2025
Q3 		$10M Sell
287,338
-14,936
-5% -$500K 1.21% 27
2025
Q2 		$9.87M Sell
302,274
-13,320
-4% -$410K 1.31% 25
2025
Q1 		$9.34M Sell
315,594
-17,474
-5% -$512K 1.45% 21
2024
Q4 		$9.31M Sell
333,068
-7,261
-2% -$212K 1.64% 20
2024
Q3 		$10.4M Sell
340,329
-5,724
-2% -$166K 1.92% 18
2024
Q2 		$9.8M Sell
346,053
-3,676
-1% -$104K 1.97% 17
2024
Q1 		$9.93M Sell
349,729
-4,372
-1% -$119K 2.13% 14
2023
Q4 		$9.57M Buy
354,101
+26,852
+8% +$684K 2.18% 14
2023
Q3 		$8.15M Buy
327,249
+3,418
+1% +$88.4K 2.27% 12
2023
Q2 		$8.46M Buy
323,831
+2,735
+0.9% +$71K 2.24% 12
2023
Q1 		$8.26M Buy
321,096
+23,464
+8% +$596K 2.29% 12
2022
Q4 		$7.16M Buy
297,632
+58,555
+24% +$1.36M 2.11% 11
2022
Q3 		$5.07M Buy
239,077
+40,994
+21% +$965K 1.68% 15
2022
Q2 		$4.71M Buy
198,083
+103,790
+110% +$2.65M 1.54% 15
2022
Q1 		$2.6M Buy
94,293
+35,946
+62% +$1.01M 0.82% 23
2021
Q4 		$1.71M Buy
58,347
+23,537
+68% +$695K 0.55% 29
2021
Q3 		$1.01M Buy
34,810
+16,213
+87% +$484K 0.36% 33
2021
Q2 		$562K Buy
18,597
+10,934
+143% +$329K 0.2% 36
2021
Q1 		$222K Buy
+7,663
New +$222K 0.08% 45

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

IAG Wealth Partners's CWI Position: Q2 2026 in Review

IAG Wealth Partners increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1% in Q2 2026, buying an estimated $111K and bringing the position to 282,870 shares worth $11.5M. The position accounts for 1.14% of the portfolio, ranked #29.

IAG Wealth Partners first reported a position in CWI in Q1 2021 and has held it in 22 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • IAG Wealth Partners held 282,870 shares of State Street SPDR MSCI ACWI ex-US ETF worth $11.5M as of Q2 2026.
  • IAG Wealth Partners bought 2,802 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $111K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.14% of IAG Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 22 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.