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RKL Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

RKL Wealth Management’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
2025
Q2 		– Sell
-15,544
Closed -$460K – 178
2025
Q1 		$460K Sell
15,544
-2,557
-14% -$74.9K 0.04% 125
2024
Q4 		$506K Sell
18,101
-8,149
-31% -$238K 0.05% 122
2024
Q3 		$799K Sell
26,250
-8,899
-25% -$258K 0.07% 91
2024
Q2 		$995K Buy
35,149
+125
+0.4% +$3.54K 0.1% 83
2024
Q1 		$995K Sell
35,024
-5,630
-14% -$154K 0.1% 82
2023
Q4 		$1.1M Sell
40,654
-1,125
-3% -$28.6K 0.12% 80
2023
Q3 		$1.04M Sell
41,779
-3,201
-7% -$82.8K 0.13% 75
2023
Q2 		$1.18M Sell
44,980
-329
-0.7% -$8.55K 0.14% 72
2023
Q1 		$1.17M Sell
45,309
-1,263
-3% -$32.1K 0.15% 71
2022
Q4 		$1.12M Sell
46,572
-4,159
-8% -$96.8K 0.15% 73
2022
Q3 		$1.08M Sell
50,731
-927
-2% -$21.8K 0.16% 71
2022
Q2 		$1.23M Sell
51,658
-439
-0.8% -$11.2K 0.17% 71
2022
Q1 		$1.43M Sell
52,097
-1,979
-4% -$55.6K 0.17% 70
2021
Q4 		$1.58M Buy
54,076
+2,111
+4% +$62.3K 0.19% 64
2021
Q3 		$1.5M Sell
51,965
-1,024
-2% -$30.6K 0.19% 63
2021
Q2 		$1.6M Sell
52,989
-1,865
-3% -$56.2K 0.2% 61
2021
Q1 		$1.59M Sell
54,854
-1,501
-3% -$43.5K 0.21% 60
2020
Q4 		$1.56M Sell
56,355
-305
-0.5% -$7.91K 0.22% 60
2020
Q3 		$1.36M Sell
56,660
-1,867
-3% -$45K 0.22% 61
2020
Q2 		$1.33M Buy
58,527
+3,769
+7% +$80.6K 0.23% 60
2020
Q1 		$1.08M Buy
54,758
+2,545
+5% +$60K 0.23% 59
2019
Q4 		$1.35M Buy
52,213
+3,681
+8% +$92.1K 0.24% 67
2019
Q3 		$1.17M Sell
48,532
-7,777
-14% -$186K 0.22% 70
2019
Q2 		$1.38M Buy
56,309
+2,876
+5% +$69.6K 0.25% 63
2019
Q1 		$1.3M Buy
53,433
+19,299
+57% +$453K 0.25% 65
2018
Q4 		$746K Buy
34,134
+7,909
+30% +$182K 0.17% 82
2018
Q3 		$650K Buy
26,225
+6,255
+31% +$155K 0.14% 89
2018
Q2 		$494K Buy
+19,970
New +$514K 0.11% 101

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
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

RKL Wealth Management's CWI Position: Q2 2025 in Review

RKL Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 15,544 shares — an estimated $460K sold.

RKL Wealth Management first reported a position in CWI in Q2 2018 and held it in 28 quarters. The position peaked at $1.6M in Q2 2021. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • RKL Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • RKL Wealth Management sold 15,544 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $460K.
  • RKL Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2018 and held it in 28 quarters.
  • RKL Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.6M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on RKL Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.