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 Q2	$2.02M	Hold	49,665	–	–	0.17%	44
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 $1.55T 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

Monograph Wealth Advisors's CWI Position: Q2 2026 in Review

Monograph Wealth Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 49,665 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #44.

Monograph Wealth Advisors first reported a position in CWI in Q4 2021 and has held it in 19 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Monograph Wealth Advisors held 49,665 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.02M as of Q2 2026.
Monograph Wealth Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.17% of Monograph Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Monograph Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 19 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.