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

Sequoia Financial 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 		$14.5M Sell
355,329
-10,559
-3% -$419K 0.07% 175
2026
Q1 		$13.4M Sell
365,888
-5,234
-1% -$197K 0.07% 173
2025
Q4 		$13.3M Sell
371,122
-2,380
-0.6% -$84.3K 0.07% 175
2025
Q3 		$13M Sell
373,502
-2,848
-0.8% -$95.4K 0.08% 167
2025
Q2 		$12.3M Sell
376,350
-150,518
-29% -$4.63M 0.08% 169
2025
Q1 		$15.6M Sell
526,868
-16,329
-3% -$479K 0.12% 148
2024
Q4 		$15.2M Sell
543,197
-11,732
-2% -$343K 0.15% 139
2024
Q3 		$16.9M Sell
554,929
-16,537
-3% -$480K 0.18% 113
2024
Q2 		$16.2M Sell
571,466
-76,400
-12% -$2.17M 0.19% 105
2024
Q1 		$18.4M Sell
647,866
-13,686
-2% -$373K 0.23% 94
2023
Q4 		$17.9M Sell
661,552
-39,001
-6% -$993K 0.22% 93
2023
Q3 		$17.4M Sell
700,553
-11,291
-2% -$292K 0.31% 65
2023
Q2 		$18.6M Sell
711,844
-36,696
-5% -$953K 0.32% 60
2023
Q1 		$19.3M Sell
748,540
-86,000
-10% -$2.18M 0.43% 40
2022
Q4 		$20.1M Sell
834,540
-8,323
-1% -$194K 0.49% 37
2022
Q3 		$17.9M Sell
842,863
-47,286
-5% -$1.11M 0.56% 33
2022
Q2 		$21.2M Sell
890,149
-51,400
-5% -$1.31M 0.6% 29
2022
Q1 		$25.9M Sell
941,549
-12,811
-1% -$360K 0.65% 28
2021
Q4 		$28M Buy
954,360
+604,179
+173% +$17.8M 0.76% 25
2021
Q3 		$10.1M Sell
350,181
-600,578
-63% -$17.9M 1.03% 22
2021
Q2 		$28.7M Buy
950,759
+38,727
+4% +$1.17M 1.05% 18
2021
Q1 		$26.4M Sell
912,032
-154,009
-14% -$4.46M 1.1% 17
2020
Q4 		$29.5M Sell
1,066,041
-28,201
-3% -$731K 1.35% 15
2020
Q3 		$26.3M Sell
1,094,242
-122,728
-10% -$2.96M 1.39% 15
2020
Q2 		$27.6M Sell
1,216,970
-176,756
-13% -$3.78M 1.63% 13
2020
Q1 		$27.5M Buy
1,393,726
+117,889
+9% +$2.78M 2.03% 9
2019
Q4 		$32.9M Buy
1,275,837
+55,380
+5% +$1.39M 2.09% 9
2019
Q3 		$29.3M Sell
1,220,457
-266,547
-18% -$6.37M 2.12% 9
2019
Q2 		$36.4M Buy
1,487,004
+205,143
+16% +$4.97M 2.7% 7
2019
Q1 		$30.9M Buy
1,281,861
+568,422
+80% +$13.3M 2.54% 7
2018
Q4 		$15.6M Buy
713,439
+161,949
+29% +$3.73M 1.8% 11
2018
Q3 		$13.7M Sell
551,490
-53,660
-9% -$1.33M 1.36% 12
2018
Q2 		$14.9M Buy
605,150
+6,888
+1% +$177K 1.59% 12
2018
Q1 		$15.5M Buy
598,262
+9,168
+2% +$243K 1.63% 11
2017
Q4 		$15.3M Buy
589,094
+13,364
+2% +$343K 1.61% 11
2017
Q3 		$14.5M Sell
575,730
-5,565
-1% -$137K 1.72% 11
2017
Q2 		$13.8M Buy
581,295
+3,040
+0.5% +$71.5K 1.71% 11
2017
Q1 		$13.2M Sell
578,255
-50,986
-8% -$1.13M 1.67% 11
2016
Q4 		$13.2M Buy
629,241
+69,925
+13% +$1.48M 1.89% 10
2016
Q3 		$12.1M Buy
+559,316
New +$11.9M 2.26% 8

Other funds holding CWI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Sequoia Financial Advisors's CWI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.9% in Q2 2026, selling an estimated $419K and leaving 355,329 shares worth $14.5M. The position accounts for 0.07% of the portfolio, ranked #175.

Sequoia Financial Advisors first reported a position in CWI in Q3 2016 and has held it in 40 quarters since. The position peaked at $36.4M in Q2 2019. 40 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Sequoia Financial Advisors held 355,329 shares of State Street SPDR MSCI ACWI ex-US ETF worth $14.5M as of Q2 2026.
  • Sequoia Financial Advisors sold 10,559 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $419K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.07% of Sequoia Financial Advisors's portfolio in Q2 2026, its #175 holding.
  • Sequoia Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2016 and has held it in 40 quarters since.
  • Sequoia Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $36.4M in Q2 2019.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.