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Retirement Income Solutions’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Retirement Income Solutions’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
Q1 		$1.07M Buy
29,123
+1,020
+4% +$38.5K 0.18% 54
2025
Q4 		$1.01M Sell
28,103
-726
-3% -$25.7K 0.17% 53
2025
Q3 		$1.01M Sell
28,829
-628
-2% -$21K 0.17% 50
2025
Q2 		$962K Buy
+29,457
New +$906K 0.18% 49

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Retirement Income Solutions's CWI Position: Q1 2026 in Review

Retirement Income Solutions increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 3.6% in Q1 2026, buying an estimated $38.5K and bringing the position to 29,123 shares worth $1.07M. The position accounts for 0.18% of the portfolio, ranked #54.

Retirement Income Solutions first reported a position in CWI in Q2 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Retirement Income Solutions held 29,123 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.07M as of Q1 2026.
  • Retirement Income Solutions bought 1,020 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $38.5K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.18% of Retirement Income Solutions's portfolio in Q1 2026, its #54 holding.
  • Retirement Income Solutions first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2025 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.