Nicolet Advisory Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Nicolet Advisory Services’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 Q4	$2.76M	Buy	+73,730	New	+$2.61M	0.19%	66

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Nicolet Advisory Services's CWI Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2025: 73,730 shares worth $2.76M. The stake represents 0.19% of the portfolio and ranks #66 among its holdings.

259 funds tracked by Wall St. Rank hold CWI as of Q4 2025.

Nicolet Advisory Services held 73,730 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.76M as of Q4 2025.
State Street SPDR MSCI ACWI ex-US ETF was a new Nicolet Advisory Services position in Q4 2025.
State Street SPDR MSCI ACWI ex-US ETF made up 0.19% of Nicolet Advisory Services's portfolio in Q4 2025, its #66 holding.
259 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.