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

IFP 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
2025
Q2 		– Sell
-64
Closed -$1.89K – 4941
2025
Q1 		$1.89K Hold
64
– – ﹤0.01% 3162
2024
Q4 		$1.79K Hold
64
– – ﹤0.01% 3142
2024
Q3 		$1.95K Hold
64
– – ﹤0.01% 2916
2024
Q2 		$1.81K Sell
64
-121
-65% -$3.43K ﹤0.01% 2832
2024
Q1 		$5.25K Sell
185
-40
-18% -$1.09K ﹤0.01% 2438
2023
Q4 		$6.08K Sell
225
-194
-46% -$4.94K ﹤0.01% 2360
2023
Q3 		$10.4K Buy
419
+315
+303% +$8.15K ﹤0.01% 2238
2023
Q2 		$2.72K Hold
104
– – ﹤0.01% 2778
2023
Q1 		$3.97K Sell
104
-1,564
-94% -$39.7K ﹤0.01% 2664
2022
Q4 		$66K Buy
1,668
+104
+7% +$2.42K ﹤0.01% 2031
2022
Q3 		$60K Buy
1,564
+870
+125% +$20.5K ﹤0.01% 2227
2022
Q2 		$26K Hold
694
– – ﹤0.01% 2634
2022
Q1 		$26K Buy
+694
New +$19.5K ﹤0.01% 2634
2019
Q1 		$72K Sell
2,990
-525
-15% -$12.3K 0.01% 817
2018
Q4 		$77K Hold
3,515
– – ﹤0.01% 1343
2018
Q3 		$88K Hold
3,515
– – ﹤0.01% 1560
2018
Q2 		$87K Sell
3,515
-5,380
-60% -$139K ﹤0.01% 1555
2018
Q1 		$231K Hold
8,895
– – 0.01% 923
2017
Q4 		$231K Sell
8,895
-594
-6% -$15.3K 0.01% 925
2017
Q3 		$239K Sell
9,489
-149
-2% -$3.67K 0.01% 1036
2017
Q2 		$229K Buy
9,638
+8,367
+658% +$197K 0.01% 1047
2017
Q1 		$29K Sell
1,271
-852
-40% -$18.8K ﹤0.01% 2255
2016
Q4 		$45K Buy
2,123
+663
+45% +$14K ﹤0.01% 1948
2016
Q3 		$32K Hold
1,460
– – ﹤0.01% 2093
2016
Q2 		$30K Sell
1,460
-1,530
-51% -$31.5K ﹤0.01% 2074
2016
Q1 		$72K Buy
2,990
+1,631
+120% +$31.7K 0.01% 816
2015
Q4 		$28K Buy
+1,359
New +$28.9K ﹤0.01% 1961

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

IFP Advisors's CWI Position: Q2 2025 in Review

IFP Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 64 shares — an estimated $1.89K sold.

IFP Advisors first reported a position in CWI in Q4 2015 and held it in 27 quarters. The position peaked at $239K in Q3 2017. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • IFP Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 64 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $1.89K.
  • IFP Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2015 and held it in 27 quarters.
  • IFP Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $239K in Q3 2017.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.