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 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

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return