Smartleaf Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Smartleaf Asset Management’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 Q1	–	Sell	-25	Closed	-$902	–	3543
2025 Q4	$902	Buy	+25	New	+$885	﹤0.01%	3174
2025 Q3	–	Sell	-54	Closed	-$1.76K	–	3016
2025 Q2	$1.76K	Buy	54 +51	+1,700%	+$1.57K	﹤0.01%	2369
2025 Q1	$89	Sell	3 -1	-25%	-$29	﹤0.01%	2843
2024 Q4	$111	Buy	+4	New	+$117	﹤0.01%	2894

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

Jane Street New York $1.21T AUM 78.12% 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

Smartleaf Asset Management's CWI Position: Q1 2026 in Review

Smartleaf Asset Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2026, closing a stake of 25 shares — an estimated $902 sold.

Smartleaf Asset Management first reported a position in CWI in Q4 2024 and held it in 4 quarters. The position peaked at $1.76K in Q2 2025. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Smartleaf Asset Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 25 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $902.
Smartleaf Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and held it in 4 quarters.
Smartleaf Asset Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.76K in Q2 2025.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.