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

Lantern Wealth 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
2026 Q2	$405K	Hold	9,950	–	–	0.19%	125
2026 Q1	$364K	Hold	9,950	–	–	0.19%	122
2025 Q4	$357K	Sell	9,950 -1,825	-15%	-$64.6K	0.19%	113
2025 Q3	$411K	Hold	11,775	–	–	0.22%	105
2025 Q2	$385K	Buy	+11,775	New	+$362K	0.23%	96
2024 Q4	$287K	Hold	10,275	–	–	0.19%	102
2024 Q3	$313K	Hold	10,275	–	–	0.22%	90
2024 Q2	$291K	Hold	10,275	–	–	0.21%	93
2024 Q1	$292K	Buy	10,275 +700	+7%	+$19.1K	0.21%	103
2023 Q4	$259K	Buy	+9,575	New	+$244K	0.2%	98

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lantern Wealth Advisors's CWI Position: Q2 2026 in Review

Lantern Wealth Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 9,950 shares worth $405K. The position accounts for 0.19% of the portfolio, ranked #125.

Lantern Wealth Advisors first reported a position in CWI in Q4 2023 and has held it in 10 quarters since. The position peaked at $411K in Q3 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Lantern Wealth Advisors held 9,950 shares of State Street SPDR MSCI ACWI ex-US ETF worth $405K as of Q2 2026.
Lantern Wealth Advisors 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 0.19% of Lantern Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Lantern Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $411K in Q3 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.