SHJ
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Sharkey, Howes & Javer’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Sharkey, Howes & Javer’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 		$257K Hold
6,324
– – 0.03% 149
2026
Q1 		$231K Sell
6,324
-3,139
-33% -$118K 0.03% 144
2025
Q4 		$340K Hold
9,463
– – 0.04% 131
2025
Q3 		$330K Sell
9,463
-563
-6% -$18.9K 0.04% 131
2025
Q2 		$327K Sell
10,026
-6,780
-40% -$208K 0.04% 127
2025
Q1 		$497K Sell
16,806
-5,241
-24% -$154K 0.07% 105
2024
Q4 		$616K Sell
22,047
-1,317
-6% -$38.5K 0.09% 101
2024
Q3 		$711K Sell
23,364
-156,967
-87% -$4.55M 0.1% 91
2024
Q2 		$5.11M Sell
180,331
-11,645
-6% -$330K 0.83% 23
2024
Q1 		$5.45M Sell
191,976
-9,823
-5% -$268K 0.89% 21
2023
Q4 		$5.46M Sell
201,799
-101,376
-33% -$2.58M 0.96% 21
2023
Q3 		$7.55M Buy
+303,175
New +$7.84M 1.45% 14
2020
Q2 		– Sell
-14,290
Closed -$282K – 66
2020
Q1 		$282K Sell
14,290
-6,365
-31% -$150K 0.15% 53
2019
Q4 		$532K Buy
20,655
+2,099
+11% +$52.5K 0.23% 44
2019
Q3 		$446K Buy
18,556
+1,577
+9% +$37.7K 0.19% 42
2019
Q2 		$415K Buy
16,979
+260
+2% +$6.29K 0.19% 38
2019
Q1 		$404K Buy
+16,719
New +$392K 0.19% 40

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Sharkey, Howes & Javer's CWI Position: Q2 2026 in Review

Sharkey, Howes & Javer held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 6,324 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #149.

Sharkey, Howes & Javer first reported a position in CWI in Q1 2019 and has held it in 17 quarters since. The position peaked at $7.55M in Q3 2023. 40 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Sharkey, Howes & Javer held 6,324 shares of State Street SPDR MSCI ACWI ex-US ETF worth $257K as of Q2 2026.
  • Sharkey, Howes & Javer 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 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #149 holding.
  • Sharkey, Howes & Javer first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2019 and has held it in 17 quarters since.
  • Sharkey, Howes & Javer's State Street SPDR MSCI ACWI ex-US ETF position peaked at $7.55M in Q3 2023.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.