Private Wealth Management Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Private Wealth Management Group’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	$129K	Hold	3,200	–	–	0.03%	149
2026 Q2	$130K	Hold	3,200	–	–	0.03%	144
2026 Q1	$117K	Hold	3,200	–	–	0.03%	124
2025 Q4	$115K	Sell	3,200 -161	-5%	-$5.7K	0.03%	116
2025 Q3	$117K	Buy	3,361 +161	+5%	+$5.39K	0.03%	113
2025 Q2	$105K	Hold	3,200	–	–	0.03%	115
2025 Q1	$94.7K	Hold	3,200	–	–	0.03%	118
2024 Q4	$89.4K	Hold	3,200	–	–	0.03%	118
2024 Q3	$97.4K	Hold	3,200	–	–	0.04%	109
2024 Q2	$90.6K	Hold	3,200	–	–	0.04%	111
2024 Q1	$90.9K	Hold	3,200	–	–	0.04%	104
2023 Q4	$86.5K	Buy	+3,200	New	+$81.5K	0.04%	109

Other funds holding CWI

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 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

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Private Wealth Management Group's CWI Position: Q3 2026 in Review

Private Wealth Management Group held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 3,200 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #149.

Private Wealth Management Group first reported a position in CWI in Q4 2023 and has held it in 12 quarters since. The position peaked at $130K in Q2 2026. 68 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Private Wealth Management Group held 3,200 shares of State Street SPDR MSCI ACWI ex-US ETF worth $129K as of Q3 2026.
Private Wealth Management Group 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 0.03% of Private Wealth Management Group's portfolio in Q3 2026, its #149 holding.
Private Wealth Management Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $130K in Q2 2026.
68 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.