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 Q2	$972K	Sell	26,562 -2,561	-9%	-$102K	0.17%	55
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 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

Retirement Income Solutions's CWI Position: Q2 2026 in Review

Retirement Income Solutions reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 8.8% in Q2 2026, selling an estimated $102K and leaving 26,562 shares worth $972K. The position accounts for 0.17% of the portfolio, ranked #55.

Retirement Income Solutions first reported a position in CWI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Retirement Income Solutions held 26,562 shares of State Street SPDR MSCI ACWI ex-US ETF worth $972K as of Q2 2026.
Retirement Income Solutions sold 2,561 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $102K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.17% of Retirement Income Solutions's portfolio in Q2 2026, its #55 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 5 quarters since.
Retirement Income Solutions's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.07M in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.