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

Mercer Global 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
2025
Q1 		– Sell
-10,786
Closed -$301K – 2175
2024
Q4 		$301K Sell
10,786
-1,259
-10% -$36.8K ﹤0.01% 1749
2024
Q3 		$365K Hold
12,045
– – ﹤0.01% 1523
2024
Q2 		$341K Sell
12,045
-3,248
-21% -$92K ﹤0.01% 1512
2024
Q1 		$434K Buy
15,293
+5,958
+64% +$162K ﹤0.01% 1356
2023
Q4 		$252K Buy
+9,335
New +$238K ﹤0.01% 1712
2023
Q2 		– Sell
-10,359
Closed -$267K – 1943
2023
Q1 		$267K Buy
+10,359
New +$263K ﹤0.01% 1576

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors's CWI Position: Q1 2025 in Review

Mercer Global Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2025, closing a stake of 10,786 shares — an estimated $301K sold.

Mercer Global Advisors first reported a position in CWI in Q1 2023 and held it in 6 quarters. The position peaked at $434K in Q1 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q1 2025.

  • Mercer Global Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 10,786 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2025, an estimated $301K.
  • Mercer Global Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and held it in 6 quarters.
  • Mercer Global Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $434K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.