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

Merit Financial 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 		$153M Buy
3,751,310
+262,710
+8% +$10.4M 0.93% 19
2026
Q1 		$128M Buy
3,488,600
+302,582
+9% +$11.4M 0.95% 23
2025
Q4 		$114M Buy
3,186,018
+390,436
+14% +$13.8M 0.92% 22
2025
Q3 		$97.6M Buy
2,795,582
+2,519,140
+911% +$84.4M 0.9% 25
2025
Q2 		$9.03M Buy
276,442
+321
+0.1% +$9.87K 0.1% 161
2025
Q1 		$8.17M Buy
276,121
+3,963
+1% +$116K 0.12% 138
2024
Q4 		$7.6M Buy
272,158
+51,949
+24% +$1.52M 0.14% 132
2024
Q3 		$6.7M Sell
220,209
-48,015
-18% -$1.39M 0.15% 120
2024
Q2 		$7.59M Buy
268,224
+3,394
+1% +$96.2K 0.17% 100
2024
Q1 		$7.51M Sell
264,830
-2,783
-1% -$75.9K 0.18% 95
2023
Q4 		$7.24M Buy
267,613
+15,144
+6% +$386K 0.22% 69
2023
Q3 		$6.28M Sell
252,469
-2,975
-1% -$77K 0.21% 77
2023
Q2 		$6.67M Sell
255,444
-1,382
-0.5% -$35.9K 0.22% 75
2023
Q1 		$6.61M Buy
256,826
+4,875
+2% +$124K 0.24% 68
2022
Q4 		$6.06M Buy
251,951
+228,685
+983% +$5.32M 0.22% 70
2022
Q3 		$493K Sell
23,266
-802
-3% -$18.9K 0.02% 361
2022
Q2 		$572K Sell
24,068
-263,045
-92% -$6.72M 0.02% 328
2022
Q1 		$7.9M Buy
+287,113
New +$8.07M 0.48% 32

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mirae Asset Global Investments
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

Merit Financial Group's CWI Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 7.5% in Q2 2026, buying an estimated $10.4M and bringing the position to 3,751,310 shares worth $153M. The position accounts for 0.93% of the portfolio, ranked #19.

Merit Financial Group first reported a position in CWI in Q1 2022 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Merit Financial Group held 3,751,310 shares of State Street SPDR MSCI ACWI ex-US ETF worth $153M as of Q2 2026.
  • Merit Financial Group bought 262,710 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $10.4M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.93% of Merit Financial Group's portfolio in Q2 2026, its #19 holding.
  • Merit Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2022 and has held it in 18 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.