Simplicity Wealth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Simplicity Wealth’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	$684K	Buy	16,830 +2,892	+21%	+$115K	0.02%	541
2026 Q1	$510K	Buy	13,938 +203	+1%	+$7.65K	0.03%	448
2025 Q4	$493K	Buy	13,735 +416	+3%	+$14.7K	0.03%	433
2025 Q3	$465K	Sell	13,319 -12,093	-48%	-$405K	0.03%	459
2025 Q2	$830K	Buy	25,412 +13,440	+112%	+$413K	0.03%	365
2025 Q1	$354K	Buy	+11,972	New	+$351K	0.03%	398
2024 Q4	–	Sell	-11,875	Closed	-$361K	–	377
2024 Q3	$361K	Sell	11,875 -11,623	-49%	-$337K	0.03%	357
2024 Q2	$665K	Buy	23,498 +1,490	+7%	+$42.2K	0.02%	648
2024 Q1	$625K	Buy	22,008 +9,064	+70%	+$247K	0.01%	660
2023 Q4	$350K	Buy	12,944 +3,571	+38%	+$90.9K	0.14%	128
2023 Q3	$233K	Buy	9,373 +172	+2%	+$4.45K	0.14%	79
2023 Q2	$240K	Buy	+9,201	New	+$239K	0.15%	70

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

Simplicity Wealth's CWI Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 21% in Q2 2026, buying an estimated $115K and bringing the position to 16,830 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #541.

Simplicity Wealth first reported a position in CWI in Q2 2023 and has held it in 12 quarters since. The position peaked at $830K in Q2 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Simplicity Wealth held 16,830 shares of State Street SPDR MSCI ACWI ex-US ETF worth $684K as of Q2 2026.
Simplicity Wealth bought 2,892 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $115K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #541 holding.
Simplicity Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2023 and has held it in 12 quarters since.
Simplicity Wealth's State Street SPDR MSCI ACWI ex-US ETF position peaked at $830K in Q2 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.