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Opal Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Opal 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
Q3 		$6.48M Buy
160,272
+9,023
+6% +$368K 1.35% 11
2026
Q2 		$6.15M Buy
151,249
+3,114
+2% +$123K 1.33% 10
2026
Q1 		$5.42M Buy
148,135
+5,357
+4% +$202K 1.23% 10
2025
Q4 		$5.13M Sell
142,778
-2,353
-2% -$83.3K 1.34% 10
2025
Q3 		$5.07M Buy
145,131
+7,210
+5% +$242K 1.41% 9
2025
Q2 		$4.5M Buy
137,921
+4,566
+3% +$140K 1.25% 10
2025
Q1 		$3.94M Buy
133,355
+14,259
+12% +$418K 1.22% 10
2024
Q4 		$3.33M Buy
119,096
+18,080
+18% +$528K 1% 19
2024
Q3 		$3.07M Buy
101,016
+3,434
+4% +$100K 0.96% 18
2024
Q2 		$2.76M Buy
97,582
+3,226
+3% +$91.4K 0.89% 16
2024
Q1 		$2.68M Buy
94,356
+9,837
+12% +$268K 0.91% 18
2023
Q4 		$2.29M Buy
84,519
+5,810
+7% +$148K 0.9% 19
2023
Q3 		$1.96M Buy
78,709
+4,758
+6% +$123K 1.15% 12
2023
Q2 		$1.93M Buy
73,951
+3,894
+6% +$101K 0.96% 13
2023
Q1 		$1.8M Buy
70,057
+15,474
+28% +$393K 1.05% 12
2022
Q4 		$1.31M Sell
54,583
-3,431
-6% -$79.8K 0.72% 19
2022
Q3 		$1.23M Buy
58,014
+4,099
+8% +$96.5K 0.9% 14
2022
Q2 		$1.28M Sell
53,915
-5,463
-9% -$139K 0.85% 16
2022
Q1 		$1.63M Buy
59,378
+14,262
+32% +$401K 1.42% 9
2021
Q4 		$1.32M Buy
45,116
+4,490
+11% +$133K 0.84% 26
2021
Q3 		$1.18M Buy
40,626
+6,674
+20% +$199K 1.13% 15
2021
Q2 		$1.02M Buy
33,952
+1,777
+6% +$53.5K 0.95% 16
2021
Q1 		$930K Buy
32,175
+3,804
+13% +$110K 1.01% 15
2020
Q4 		$784K Buy
+28,371
New +$736K 0.98% 17

Other funds holding CWI

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
Montecito Bank & Trust
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Opal Wealth Advisors's CWI Position: Q3 2026 in Review

Opal Wealth Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 6% in Q3 2026, buying an estimated $368K and bringing the position to 160,272 shares worth $6.48M. The position accounts for 1.35% of the portfolio, ranked #11.

Opal Wealth Advisors first reported a position in CWI in Q4 2020 and has held it in 24 quarters since. 46 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Opal Wealth Advisors held 160,272 shares of State Street SPDR MSCI ACWI ex-US ETF worth $6.48M as of Q3 2026.
  • Opal Wealth Advisors bought 9,023 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $368K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.35% of Opal Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Opal Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and has held it in 24 quarters since.
  • 46 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.