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Novem Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Novem Group’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 		$4.46M Buy
109,572
+2,916
+3% +$116K 0.45% 51
2026
Q1 		$3.9M Buy
106,656
+1,005
+1% +$37.9K 0.45% 51
2025
Q4 		$3.79M Buy
105,651
+1,525
+1% +$54K 0.44% 56
2025
Q3 		$3.64M Sell
104,126
-2,194
-2% -$73.5K 0.43% 54
2025
Q2 		$3.47M Buy
106,320
+4,113
+4% +$126K 0.44% 54
2025
Q1 		$3.02M Buy
102,207
+2,854
+3% +$83.6K 0.42% 63
2024
Q4 		$2.78M Buy
+99,353
New +$2.9M 0.4% 62

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

Novem Group's CWI Position: Q2 2026 in Review

Novem Group increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.7% in Q2 2026, buying an estimated $116K and bringing the position to 109,572 shares worth $4.46M. The position accounts for 0.45% of the portfolio, ranked #51.

Novem Group first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Novem Group held 109,572 shares of State Street SPDR MSCI ACWI ex-US ETF worth $4.46M as of Q2 2026.
  • Novem Group bought 2,916 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $116K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.45% of Novem Group's portfolio in Q2 2026, its #51 holding.
  • Novem Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.