PF
CWI icon

Penney Financial’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Penney Financial’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 		$266K Hold
6,540
– – 0.09% 44
2026
Q1 		$239K Hold
6,540
– – 0.09% 43
2025
Q4 		$235K Hold
6,540
– – 0.09% 46
2025
Q3 		$228K Hold
6,540
– – 0.1% 45
2025
Q2 		$214K Buy
+6,540
New +$201K 0.11% 41

Other funds holding CWI

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 51.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Penney Financial's CWI Position: Q2 2026 in Review

Penney Financial held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 6,540 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #44.

Penney Financial first reported a position in CWI in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Penney Financial held 6,540 shares of State Street SPDR MSCI ACWI ex-US ETF worth $266K as of Q2 2026.
  • Penney Financial left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.09% of Penney Financial's portfolio in Q2 2026, its #44 holding.
  • Penney Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.