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

RVW Wealth’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	$260K	Hold	6,425	–	–	0.02%	165
2026 Q2	$261K	Hold	6,425	–	–	0.02%	160
2026 Q1	$235K	Hold	6,425	–	–	0.02%	164
2025 Q4	$231K	Hold	6,425	–	–	0.02%	163
2025 Q3	$224K	Hold	6,425	–	–	0.02%	163
2025 Q2	$210K	Buy	+6,425	New	+$198K	0.02%	163
2024 Q4	–	Sell	-6,651	Closed	-$202K	–	147
2024 Q3	$202K	Buy	+6,651	New	+$193K	0.02%	150
2023 Q4	–	Sell	-6,651	Closed	-$166K	–	198
2023 Q3	$166K	Buy	+6,651	New	+$172K	0.02%	147
2022 Q1	–	Sell	-6,870	Closed	-$201K	–	139
2021 Q4	$201K	Buy	+6,870	New	+$203K	0.02%	132
2021 Q3	–	Sell	-6,870	Closed	–	–	94
2021 Q2	$0	Buy	+6,870	New	+$207K	﹤0.01%	85

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

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 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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

RVW Wealth's CWI Position: Q3 2026 in Review

RVW Wealth held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 6,425 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #165.

RVW Wealth first reported a position in CWI in Q2 2021 and has held it in 10 quarters since. The position peaked at $261K in Q2 2026. 26 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

RVW Wealth held 6,425 shares of State Street SPDR MSCI ACWI ex-US ETF worth $260K as of Q3 2026.
RVW Wealth 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 0.02% of RVW Wealth's portfolio in Q3 2026, its #165 holding.
RVW Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 10 quarters since.
RVW Wealth's State Street SPDR MSCI ACWI ex-US ETF position peaked at $261K in Q2 2026.
26 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.