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MWA
Monograph Wealth Advisors’s
State Street SPDR MSCI ACWI ex-US ETF
CWI
Stock Holding History
Monograph Wealth 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
Q1
$1.82M
Hold
49,665
–
–
0.17%
44
2025
Q4
$1.78M
Hold
49,665
–
–
0.18%
44
2025
Q3
$1.73M
Hold
49,665
–
–
0.18%
43
2025
Q2
$1.62M
Hold
49,665
–
–
0.2%
41
2025
Q1
$1.47M
Hold
49,665
–
–
0.2%
40
2024
Q4
$1.39M
Hold
49,665
–
–
0.18%
43
2024
Q3
$1.51M
Hold
49,665
–
–
0.2%
39
2024
Q2
$1.41M
Hold
49,665
–
–
0.21%
37
2024
Q1
$1.41M
Hold
49,665
–
–
0.21%
39
2023
Q4
$1.34M
Hold
49,665
–
–
0.24%
33
2023
Q3
$1.24M
Hold
49,665
–
–
0.24%
37
2023
Q2
$1.3M
Hold
49,665
–
–
0.28%
28
2023
Q1
$1.28M
Hold
49,665
–
–
0.3%
26
2022
Q4
$1.2M
Hold
49,665
–
–
0.32%
25
2022
Q3
$1.05M
Hold
49,665
–
–
0.35%
25
2022
Q2
$1.18M
Hold
49,665
–
–
0.34%
25
2022
Q1
$1.37M
Hold
49,665
–
–
0.35%
25
2021
Q4
$1.46M
Buy
+49,665
New
+$1.47M
0.37%
25
Other funds holding CWI
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
MFG
Merit Financial Group
Alpharetta, Georgia
$13.4B AUM
19.09%
1-Year Est. Return
Mirae Asset Global Investments
Seoul, South Korea
$299B AUM
28.69%
1-Year Est. Return
APP
Avantax Planning Partners
Dubuque, Iowa
$3.64B AUM
14.73%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
GI
GLOBALT Investments
Atlanta, Georgia
$2.8B AUM
21.13%
1-Year Est. Return
HCM
Hengehold Capital Management
Cincinnati, Ohio
$1.14B AUM
12.97%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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