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 Q2	$223K	Buy	+5,474	New	+$217K	0.05%	169

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

RFG - Bristol Wealth Advisors's CWI Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 5,474 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #169 among its holdings.

274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

RFG - Bristol Wealth Advisors held 5,474 shares of State Street SPDR MSCI ACWI ex-US ETF worth $223K as of Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new RFG - Bristol Wealth Advisors position in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.05% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #169 holding.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.