KWM
CWI icon

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

Kingsview Wealth 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 		$9.91M Buy
243,680
+36,701
+18% +$1.45M 0.12% 144
2026
Q1 		$7.57M Buy
+206,979
New +$7.8M 0.1% 188

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

Kingsview Wealth Management's CWI Position: Q2 2026 in Review

Kingsview Wealth Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 18% in Q2 2026, buying an estimated $1.45M and bringing the position to 243,680 shares worth $9.91M. The position accounts for 0.12% of the portfolio, ranked #144.

Kingsview Wealth Management first reported a position in CWI in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Kingsview Wealth Management held 243,680 shares of State Street SPDR MSCI ACWI ex-US ETF worth $9.91M as of Q2 2026.
  • Kingsview Wealth Management bought 36,701 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $1.45M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.12% of Kingsview Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Kingsview Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.