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

Laird Norton Wetherby 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
2025 Q3	$279K	Hold	7,979	–	–	0.01%	778
2025 Q2	$261K	Buy	+7,979	New	+$245K	0.01%	785
2024 Q4	$205K	Hold	7,354	–	–	0.01%	829
2024 Q3	$224K	Sell	7,354 -3,500	-32%	-$102K	0.01%	828
2024 Q2	$307K	Buy	10,854 +50	+0.5%	+$1.42K	0.01%	704
2024 Q1	$307K	Buy	10,804 +520	+5%	+$14.2K	0.01%	738
2023 Q4	$278K	Buy	+10,284	New	+$262K	0.01%	744

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CWI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2025 at 7,979 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #778.

Laird Norton Wetherby Wealth Management first reported a position in CWI in Q4 2023 and has held it in 7 quarters since. The position peaked at $307K in Q2 2024. 245 funds tracked by Wall St. Rank hold CWI as of Q3 2025.

Laird Norton Wetherby Wealth Management held 7,979 shares of State Street SPDR MSCI ACWI ex-US ETF worth $279K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2025.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #778 holding.
Laird Norton Wetherby Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 7 quarters since.
Laird Norton Wetherby Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $307K in Q2 2024.
245 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.