Scarborough Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Scarborough Advisors’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	–	Sell	-800	Closed	-$29.3K	–	265
2026 Q1	$29.3K	Hold	800	–	–	﹤0.01%	294
2025 Q4	$28.7K	Hold	800	–	–	﹤0.01%	175
2025 Q3	$27.9K	Hold	800	–	–	﹤0.01%	167
2025 Q2	$26.1K	Buy	+800	New	+$24.6K	0.01%	170
2024 Q3	–	Sell	-925	Closed	-$26.2K	–	199
2024 Q2	$26.2K	Hold	925	–	–	0.01%	145
2024 Q1	$26.3K	Hold	925	–	–	0.01%	142
2023 Q4	$25K	Buy	+925	New	+$23.6K	0.01%	252

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

Scarborough Advisors's CWI Position: Q2 2026 in Review

Scarborough Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 800 shares — an estimated $29.3K sold.

Scarborough Advisors first reported a position in CWI in Q4 2023 and held it in 7 quarters. The position peaked at $29.3K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Scarborough Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
Scarborough Advisors sold 800 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $29.3K.
Scarborough Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and held it in 7 quarters.
Scarborough Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $29.3K in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.