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

Main Street Group’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	$52.2K	Buy	1,285 +2	+0.2%	+$79	0.01%	257
2026 Q1	$47K	Buy	+1,283	New	+$48.4K	0.01%	275
2025 Q4	–	Sell	-1,304	Closed	-$45.5K	–	210
2025 Q3	$45.5K	Buy	1,304 +1	+0.1%	+$33	0.01%	258
2025 Q2	$42.5K	Buy	1,303 +1	+0.1%	+$31	0.01%	264
2025 Q1	$38.5K	Sell	1,302 -7	-0.5%	-$205	0.01%	286
2024 Q4	$36.5K	Sell	1,309 -397	-23%	-$11.6K	0.01%	301
2024 Q3	$51.9K	Sell	1,706 -171	-9%	-$4.96K	0.02%	227
2024 Q2	$53.2K	Sell	1,877 -267	-12%	-$7.57K	0.02%	239
2024 Q1	$60.7K	Sell	2,144 -66	-3%	-$1.8K	0.03%	252
2023 Q4	$59.8K	Buy	+2,210	New	+$56.3K	0.02%	350

Other funds holding CWI

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return