Jones Financial Companies
CWI icon

Jones Financial Companies’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Jones Financial Companies’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 		– Sell
-946
Closed -$33.5K – 5019
2026
Q1 		$33.5K Buy
+946
New +$35.7K ﹤0.01% 3095
2013
Q4 		– Sell
-855
Closed -$20K – 300
2013
Q3 		$20K Buy
+855
New +$18.9K ﹤0.01% 416

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

Jones Financial Companies's CWI Position: Q2 2026 in Review

Jones Financial Companies sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 946 shares — an estimated $33.5K sold.

Jones Financial Companies first reported a position in CWI in Q3 2013 and held it in 2 quarters. The position peaked at $33.5K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Jones Financial Companies reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 946 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $33.5K.
  • Jones Financial Companies first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2013 and held it in 2 quarters.
  • Jones Financial Companies's State Street SPDR MSCI ACWI ex-US ETF position peaked at $33.5K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.