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Newton One Investments’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Newton One Investments’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 		$52.7K Sell
1,297
-21
-2% -$832 0.01% 73
2026
Q1 		$48.2K Sell
1,318
-126
-9% -$4.75K 0.01% 70
2025
Q4 		$51.9K Buy
1,444
+25
+2% +$885 0.02% 69
2025
Q3 		$49.6K Hold
1,419
– – 0.01% 69
2025
Q2 		$46.4K Buy
1,419
+19
+1% +$584 0.01% 72
2025
Q1 		$41.4K Hold
1,400
– – 0.01% 71
2024
Q4 		$39.1K Buy
+1,400
New +$40.9K 0.02% 71
2024
Q3 		– Sell
-1,380
Closed -$39.1K – 52
2024
Q2 		$39.1K Buy
1,380
+19
+1% +$538 0.02% 68
2024
Q1 		$38.6K Hold
1,361
– – 0.02% 69
2023
Q4 		$36.8K Buy
1,361
+18
+1% +$458 0.02% 71
2023
Q3 		$33.4K Hold
1,343
– – 0.02% 74
2023
Q2 		$35.1K Buy
1,343
+21
+2% +$546 0.02% 75
2023
Q1 		$34K Hold
1,322
– – 0.02% 74
2022
Q4 		$31.8K Hold
1,322
– – 0.02% 74
2022
Q3 		$28K Hold
1,322
– – 0.02% 75
2022
Q2 		$31K Hold
1,322
– – 0.02% 76
2022
Q1 		$36K Hold
1,322
– – 0.03% 77
2021
Q4 		$39K Buy
1,322
+20
+2% +$590 0.03% 74
2021
Q3 		$38K Hold
1,302
– – 0.03% 74
2021
Q2 		$39K Buy
1,302
+13
+1% +$392 0.03% 73
2021
Q1 		$37K Hold
1,289
– – 0.03% 54
2020
Q4 		$36K Buy
+1,289
New +$33.4K 0.04% 49

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Newton One Investments's CWI Position: Q2 2026 in Review

Newton One Investments reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.6% in Q2 2026, selling an estimated $832 and leaving 1,297 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #73.

Newton One Investments first reported a position in CWI in Q4 2020 and has held it in 22 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Newton One Investments held 1,297 shares of State Street SPDR MSCI ACWI ex-US ETF worth $52.7K as of Q2 2026.
  • Newton One Investments sold 21 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $832.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #73 holding.
  • Newton One Investments first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and has held it in 22 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.