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RFG - Bristol Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

RFG - Bristol Wealth Advisors’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 		$221K Hold
5,474
– – 0.05% 159
2026
Q2 		$223K Buy
+5,474
New +$217K 0.05% 169

Other funds holding CWI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FF
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

RFG - Bristol Wealth Advisors's CWI Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 5,474 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #159.

RFG - Bristol Wealth Advisors first reported a position in CWI in Q2 2026 and has held it in 2 quarters since. The position peaked at $223K in Q2 2026. 27 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 5,474 shares of State Street SPDR MSCI ACWI ex-US ETF worth $221K as of Q3 2026.
  • RFG - Bristol Wealth Advisors 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 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #159 holding.
  • RFG - Bristol Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2026 and has held it in 2 quarters since.
  • RFG - Bristol Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $223K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.