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NWAM LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

NWAM LLC’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
Q2 		– Sell
-8,945
Closed -$265K – 622
2025
Q1 		$265K Buy
+8,945
New +$262K 0.02% 426

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

NWAM LLC's CWI Position: Q2 2025 in Review

NWAM LLC sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 8,945 shares — an estimated $265K sold.

NWAM LLC first reported a position in CWI in Q1 2025 and held it in 1 quarter. The position peaked at $265K in Q1 2025. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • NWAM LLC reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • NWAM LLC sold 8,945 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $265K.
  • NWAM LLC first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and held it in 1 quarter.
  • NWAM LLC's State Street SPDR MSCI ACWI ex-US ETF position peaked at $265K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.