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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Private Wealth Management Group's CWI Position: Q2 2026 in Review

Private Wealth Management Group held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 3,200 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #144.

Private Wealth Management Group first reported a position in CWI in Q4 2023 and has held it in 11 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Private Wealth Management Group held 3,200 shares of State Street SPDR MSCI ACWI ex-US ETF worth $130K as of Q2 2026.
Private Wealth Management Group 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 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #144 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 11 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.