MP
CGW icon

McDonald Partners’s Invesco S&P Global Water Index ETF CGW Stock Holding History

McDonald Partners’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.3K Buy
+1,100
New +$70.5K 0.02% 298
2022
Q1 		– Sell
-32,400
Closed -$1.96M – 375
2021
Q4 		$1.96M Buy
+32,400
New +$1.91M 1.82% 18

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

McDonald Partners's CGW Position: Q2 2026 in Review

McDonald Partners opened a new position in Invesco S&P Global Water Index ETF (CGW) in Q2 2026: 1,100 shares worth $72.3K. The stake represents 0.02% of the portfolio and ranks #298 among its holdings. This is a return to the name: McDonald Partners previously reported a position in CGW as recently as Q4 2021.

McDonald Partners first reported a position in CGW in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.96M in Q4 2021. 220 funds tracked by Wall St. Rank hold CGW as of Q2 2026.

  • McDonald Partners held 1,100 shares of Invesco S&P Global Water Index ETF worth $72.3K as of Q2 2026.
  • Invesco S&P Global Water Index ETF was a new McDonald Partners position in Q2 2026.
  • Invesco S&P Global Water Index ETF made up 0.02% of McDonald Partners's portfolio in Q2 2026, its #298 holding.
  • McDonald Partners first reported a position in Invesco S&P Global Water Index ETF in Q4 2021 and has held it in 2 quarters since.
  • McDonald Partners's Invesco S&P Global Water Index ETF position peaked at $1.96M in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.