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Joseph Group Capital Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Joseph Group Capital Management’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 		$13.1K Hold
322
– – ﹤0.01% 306
2026
Q1 		$11.8K Sell
322
-113
-26% -$4.26K ﹤0.01% 258
2025
Q4 		$15.6K Sell
435
-202
-32% -$7.15K ﹤0.01% 145
2025
Q3 		$22.2K Sell
637
-140
-18% -$4.69K 0.01% 88
2025
Q2 		$25.4K Sell
777
-591
-43% -$18.2K 0.01% 83
2025
Q1 		$40.5K Buy
1,368
+113
+9% +$3.31K 0.02% 75
2024
Q4 		$35.1K Buy
1,255
+491
+64% +$14.3K 0.01% 76
2024
Q3 		$23.3K Sell
764
-172
-18% -$4.99K 0.01% 75
2024
Q2 		$26.5K Sell
936
-307
-25% -$8.7K 0.01% 65
2024
Q1 		$35.3K Sell
1,243
-280
-18% -$7.63K 0.02% 69
2023
Q4 		$41.2K Buy
1,523
+580
+62% +$14.8K 0.02% 68
2023
Q3 		$23.5K Buy
943
+162
+21% +$4.19K 0.02% 71
2023
Q2 		$20.4K Sell
781
-453
-37% -$11.8K 0.02% 69
2023
Q1 		$31.8K Sell
1,234
-121
-9% -$3.07K 0.03% 70
2022
Q4 		$33K Buy
1,355
+351
+35% +$8.17K 0.03% 74
2022
Q3 		$21K Sell
1,004
-39
-4% -$918 0.02% 64
2022
Q2 		$25K Buy
1,043
+391
+60% +$9.98K 0.03% 61
2022
Q1 		$18K Hold
652
– – 0.02% 60
2021
Q4 		$19K Buy
+652
New +$19.2K 0.02% 63

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

Joseph Group Capital Management's CWI Position: Q2 2026 in Review

Joseph Group Capital Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 322 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Joseph Group Capital Management first reported a position in CWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $41.2K in Q4 2023. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Joseph Group Capital Management held 322 shares of State Street SPDR MSCI ACWI ex-US ETF worth $13.1K as of Q2 2026.
  • Joseph Group Capital Management left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #306 holding.
  • Joseph Group Capital Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $41.2K in Q4 2023.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.