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

MilWealth 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
2025
Q1 		– Sell
-2,250
Closed -$62.9K – 72
2024
Q4 		$62.9K Buy
+2,250
New +$65.8K 0.02% 55

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

MilWealth Group's CWI Position: Q1 2025 in Review

MilWealth Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2025, closing a stake of 2,250 shares — an estimated $62.9K sold.

MilWealth Group first reported a position in CWI in Q4 2024 and held it in 1 quarter. The position peaked at $62.9K in Q4 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q1 2025.

  • MilWealth Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • MilWealth Group sold 2,250 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2025, an estimated $62.9K.
  • MilWealth Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and held it in 1 quarter.
  • MilWealth Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $62.9K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2025.

Based on MilWealth Group's 13F filing for Q1 2025, filed 1 May 2025.