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

MONECO 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	$439K	Sell	10,804 -318	-3%	-$12.6K	0.03%	392
2026 Q1	$407K	Hold	11,122	–	–	0.03%	343
2025 Q4	$400K	Sell	11,122 -573	-5%	-$20.3K	0.03%	347
2025 Q3	$408K	Sell	11,695 -1,872	-14%	-$62.7K	0.03%	339
2025 Q2	$443K	Sell	13,567 -267	-2%	-$8.21K	0.04%	319
2025 Q1	$409K	Sell	13,834 -28	-0.2%	-$821	0.04%	312
2024 Q4	$387K	Buy	+13,862	New	+$405K	0.04%	326
2022 Q3	–	Sell	-9,717	Closed	-$231K	–	252
2022 Q2	$231K	Sell	9,717 -114	-1%	-$2.91K	0.09%	219
2022 Q1	$271K	Hold	9,831	–	–	0.1%	194
2021 Q4	$281K	Sell	9,831 -5,446	-36%	-$161K	0.11%	191
2021 Q3	$443K	Sell	15,277 -6,254	-29%	-$187K	0.17%	129
2021 Q2	$650K	Sell	21,531 -3,043	-12%	-$91.6K	0.3%	82
2021 Q1	$710K	Buy	+24,574	New	+$712K	0.35%	72

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

MONECO Advisors's CWI Position: Q2 2026 in Review

MONECO Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.9% in Q2 2026, selling an estimated $12.6K and leaving 10,804 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #392.

MONECO Advisors first reported a position in CWI in Q1 2021 and has held it in 13 quarters since. The position peaked at $710K in Q1 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

MONECO Advisors held 10,804 shares of State Street SPDR MSCI ACWI ex-US ETF worth $439K as of Q2 2026.
MONECO Advisors sold 318 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $12.6K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #392 holding.
MONECO Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 13 quarters since.
MONECO Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $710K in Q1 2021.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.