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Signature Estate & Investment Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Signature Estate & Investment 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 		$26.1M Sell
642,125
-1,957
-0.3% -$77.6K 0.47% 38
2026
Q1 		$23.6M Buy
644,082
+90,594
+16% +$3.42M 0.48% 37
2025
Q4 		$19.9M Sell
553,488
-4,628
-0.8% -$164K 0.4% 39
2025
Q3 		$19.5M Sell
558,116
-10,381
-2% -$348K 0.42% 38
2025
Q2 		$18.6M Sell
568,497
-524
-0.1% -$16.1K 0.43% 35
2025
Q1 		$16.8M Buy
569,021
+72,855
+15% +$2.14M 0.44% 34
2024
Q4 		$13.9M Sell
496,166
-48,378
-9% -$1.41M 0.35% 44
2024
Q3 		$16.6M Buy
544,544
+22,864
+4% +$663K 0.38% 42
2024
Q2 		$14.8M Buy
521,680
+33,259
+7% +$943K 0.37% 44
2024
Q1 		$13.9M Buy
+488,421
New +$13.3M 0.39% 39
2018
Q4 		– Sell
-7,553
Closed -$188K – 176
2018
Q3 		$188K Sell
7,553
-14,683
-66% -$364K 0.02% 121
2018
Q2 		$549K Sell
22,236
-87,900
-80% -$2.26M 0.05% 105
2018
Q1 		$2.85M Buy
110,136
+5,098
+5% +$135K 0.29% 53
2017
Q4 		$2.73M Buy
105,038
+1,941
+2% +$49.9K 0.28% 56
2017
Q3 		$2.6M Buy
103,097
+2,877
+3% +$70.8K 0.29% 53
2017
Q2 		$2.38M Buy
100,220
+8,964
+10% +$211K 0.28% 51
2017
Q1 		$2.08M Buy
91,256
+6,114
+7% +$135K 0.26% 52
2016
Q4 		$1.79M Sell
85,142
-5,557
-6% -$117K 0.25% 54
2016
Q3 		$1.96M Buy
90,699
+891
+1% +$18.9K 0.29% 52
2016
Q2 		$1.82M Buy
89,808
+5,356
+6% +$110K 0.29% 52
2016
Q1 		$1.74M Buy
84,452
+4,302
+5% +$83.5K 0.28% 52
2015
Q4 		$1.65M Buy
80,150
+10,268
+15% +$219K 0.28% 58
2015
Q3 		$1.42M Buy
69,882
+8,529
+14% +$186K 0.3% 53
2015
Q2 		$1.41M Buy
61,353
+15,711
+34% +$378K 0.31% 51
2015
Q1 		$1.05M Buy
45,642
+9,022
+25% +$205K 0.28% 53
2014
Q4 		$817K Buy
36,620
+3,888
+12% +$88.7K 0.27% 52
2014
Q3 		$765K Buy
32,732
+7,266
+29% +$178K 0.27% 49
2014
Q2 		$630K Buy
25,466
+5,783
+29% +$142K 0.22% 51
2014
Q1 		$470K Buy
+19,683
New +$458K 0.18% 50

Other funds holding CWI

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 51.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Signature Estate & Investment Advisors's CWI Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.3% in Q2 2026, selling an estimated $77.6K and leaving 642,125 shares worth $26.1M. The position accounts for 0.47% of the portfolio, ranked #38.

Signature Estate & Investment Advisors first reported a position in CWI in Q1 2014 and has held it in 29 quarters since. 122 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Signature Estate & Investment Advisors held 642,125 shares of State Street SPDR MSCI ACWI ex-US ETF worth $26.1M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 1,957 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $77.6K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.47% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2014 and has held it in 29 quarters since.
  • 122 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.