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

SageView Advisory 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
Q1 		– Sell
-3,737
Closed -$134K – 1026
2025
Q4 		$134K Buy
+3,737
New +$132K ﹤0.01% 727

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

SageView Advisory Group's CWI Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2026, closing a stake of 3,737 shares — an estimated $134K sold.

SageView Advisory Group first reported a position in CWI in Q4 2025 and held it in 1 quarter. The position peaked at $134K in Q4 2025. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 3,737 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $134K.
  • SageView Advisory Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $134K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.