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 Q3	$264K	Hold	6,540	–	–	0.08%	38
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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Penney Financial's CWI Position: Q3 2026 in Review

Penney Financial held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 6,540 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #38.

Penney Financial first reported a position in CWI in Q2 2025 and has held it in 6 quarters since. The position peaked at $266K in Q2 2026. 127 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Penney Financial held 6,540 shares of State Street SPDR MSCI ACWI ex-US ETF worth $264K as of Q3 2026.
Penney Financial left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.08% of Penney Financial's portfolio in Q3 2026, its #38 holding.
Penney Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 6 quarters since.
Penney Financial's State Street SPDR MSCI ACWI ex-US ETF position peaked at $266K in Q2 2026.
127 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.