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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RVW Wealth's CWI Position: Q2 2026 in Review

RVW Wealth held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 6,425 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #160.

RVW Wealth first reported a position in CWI in Q2 2021 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • RVW Wealth held 6,425 shares of State Street SPDR MSCI ACWI ex-US ETF worth $261K as of Q2 2026.
  • RVW Wealth left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #160 holding.
  • RVW Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 9 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.