Principal Securities’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Principal Securities’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 Q4	–	Sell	-1,000	Closed	-$34.9K	–	1816
2025 Q3	$34.9K	Hold	1,000	–	–	﹤0.01%	2132
2025 Q2	$32.7K	Hold	1,000	–	–	﹤0.01%	2084
2025 Q1	$27.9K	Hold	1,000	–	–	﹤0.01%	2022
2024 Q4	$27.9K	Hold	1,000	–	–	﹤0.01%	2018
2024 Q3	$30.4K	Hold	1,000	–	–	﹤0.01%	1915
2024 Q2	$28.3K	Hold	1,000	–	–	﹤0.01%	1885
2024 Q1	$28.4K	Hold	1,000	–	–	﹤0.01%	1830
2023 Q4	$27K	Buy	+1,000	New	+$25.5K	﹤0.01%	1765

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Principal Securities's CWI Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2025, closing a stake of 1,000 shares — an estimated $34.9K sold.

Principal Securities first reported a position in CWI in Q4 2023 and held it in 8 quarters. The position peaked at $34.9K in Q3 2025. 259 funds tracked by Wall St. Rank hold CWI as of Q4 2025.

Principal Securities reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,000 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2025, an estimated $34.9K.
Principal Securities first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's State Street SPDR MSCI ACWI ex-US ETF position peaked at $34.9K in Q3 2025.
259 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.