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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
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% +$99.6K 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

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
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 $299B AUM 28.69% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Opal Wealth Advisors's CWI Position: Q1 2026 in Review

Opal Wealth Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 3.8% in Q1 2026, buying an estimated $202K and bringing the position to 148,135 shares worth $5.42M. The position accounts for 1.23% of the portfolio, ranked #10.

Opal Wealth Advisors first reported a position in CWI in Q4 2020 and has held it in 22 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Opal Wealth Advisors held 148,135 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.42M as of Q1 2026.
  • Opal Wealth Advisors bought 5,357 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $202K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.23% of Opal Wealth Advisors's portfolio in Q1 2026, its #10 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 22 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.