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

Midwest Capital 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	$842K	Buy	20,707 +566	+3%	+$22.4K	0.34%	33
2026 Q1	$737K	Buy	20,141 +2,811	+16%	+$106K	0.34%	31
2025 Q4	$622K	Buy	17,330 +1,184	+7%	+$41.9K	0.3%	33
2025 Q3	$564K	Sell	16,146 -579	-3%	-$19.4K	0.27%	31
2025 Q2	$546K	Buy	16,725 +313	+2%	+$9.62K	0.29%	33
2025 Q1	$485K	Buy	16,412 +2,474	+18%	+$72.5K	0.3%	34
2024 Q4	$389K	Buy	+13,938	New	+$407K	0.28%	37

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

Midwest Capital Advisors's CWI Position: Q2 2026 in Review

Midwest Capital Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 20,707 shares worth $842K. The position accounts for 0.34% of the portfolio, ranked #33.

Midwest Capital Advisors first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Midwest Capital Advisors held 20,707 shares of State Street SPDR MSCI ACWI ex-US ETF worth $842K as of Q2 2026.
Midwest Capital Advisors bought 566 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $22.4K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.34% of Midwest Capital Advisors's portfolio in Q2 2026, its #33 holding.
Midwest Capital Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

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