Sage Financial Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Sage Financial Group’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	$1.06M	Buy	25,978 +166	+0.6%	+$6.58K	0.06%	59
2026 Q1	$944K	Buy	25,812 +41	+0.2%	+$1.55K	0.06%	57
2025 Q4	$926K	Hold	25,771	–	–	0.06%	55
2025 Q3	$900K	Hold	25,771	–	–	0.06%	53
2025 Q2	$842K	Hold	25,771	–	–	0.06%	53
2025 Q1	$762K	Hold	25,771	–	–	0.06%	57
2024 Q4	$720K	Hold	25,771	–	–	0.06%	55
2024 Q3	$784K	Hold	25,771	–	–	0.06%	56
2024 Q2	$730K	Hold	25,771	–	–	0.06%	56
2024 Q1	$732K	Hold	25,771	–	–	0.07%	56
2023 Q4	$697K	Hold	25,771	–	–	0.07%	57
2023 Q3	$641K	Hold	25,771	–	–	0.07%	51
2023 Q2	$673K	Hold	25,771	–	–	0.07%	52
2023 Q1	$663K	Hold	25,771	–	–	0.08%	51
2022 Q4	$620K	Hold	25,771	–	–	0.08%	55
2022 Q3	$547K	Hold	25,771	–	–	0.07%	55
2022 Q2	$613K	Hold	25,771	–	–	0.08%	51
2022 Q1	$709K	Hold	25,771	–	–	0.08%	42
2021 Q4	$755K	Hold	25,771	–	–	0.08%	44
2021 Q3	$747K	Hold	25,771	–	–	0.09%	42
2021 Q2	$778K	Hold	25,771	–	–	0.1%	39
2021 Q1	$745K	Hold	25,771	–	–	0.1%	39
2020 Q4	$713K	Hold	25,771	–	–	0.1%	40
2020 Q3	$620K	Hold	25,771	–	–	0.1%	37
2020 Q2	$584K	Sell	25,771 -28,940	-53%	-$619K	0.11%	39
2020 Q1	$1.08M	Sell	54,711 -3,111	-5%	-$73.3K	0.2%	35
2019 Q4	$1.49M	Hold	57,822	–	–	0.2%	34
2019 Q3	$1.39M	Sell	57,822 -3	-0%	-$72	0.21%	35
2019 Q2	$1.41M	Hold	57,825	–	–	0.21%	36
2019 Q1	$1.4M	Sell	57,825 -1,346	-2%	-$31.6K	0.22%	35
2018 Q4	$1.29M	Buy	+59,171	New	+$1.36M	0.22%	39

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

Sage Financial Group's CWI Position: Q2 2026 in Review

Sage Financial Group increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.64% in Q2 2026, buying an estimated $6.58K and bringing the position to 25,978 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #59.

Sage Financial Group first reported a position in CWI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.49M in Q4 2019. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Sage Financial Group held 25,978 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.06M as of Q2 2026.
Sage Financial Group bought 166 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $6.58K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.06% of Sage Financial Group's portfolio in Q2 2026, its #59 holding.
Sage Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and has held it in 31 quarters since.
Sage Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.49M in Q4 2019.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.