Smith & Howard Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Smith & Howard Wealth 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 Q2	$261K	Hold	6,411	–	–	0.05%	82
2026 Q1	$235K	Hold	6,411	–	–	0.05%	77
2025 Q4	$230K	Hold	6,411	–	–	0.05%	78
2025 Q3	$224K	Hold	6,411	–	–	0.05%	75
2025 Q2	$209K	Buy	+6,411	New	+$197K	0.05%	80
2022 Q2	–	Sell	-7,574	Closed	-$208K	–	69
2022 Q1	$208K	Hold	7,574	–	–	0.09%	67
2021 Q4	$222K	Hold	7,574	–	–	0.1%	67
2021 Q3	$219K	Hold	7,574	–	–	0.1%	67
2021 Q2	$229K	Hold	7,574	–	–	0.11%	60
2021 Q1	$219K	Hold	7,574	–	–	0.11%	57
2020 Q4	$209K	Buy	+7,574	New	+$196K	0.11%	62
2016 Q2	–	Sell	-18,899	Closed	-$388K	–	47
2016 Q1	$388K	Sell	18,899 -1,881	-9%	-$36.5K	0.16%	40
2015 Q4	$427K	Sell	20,780 -3,975	-16%	-$84.7K	0.21%	32
2015 Q3	$502K	Hold	24,755	–	–	0.24%	24
2015 Q2	$568K	Hold	24,755	–	–	0.25%	23
2015 Q1	$572K	Buy	24,755 +845	+4%	+$19.2K	0.25%	23
2014 Q4	$533K	Sell	23,910 -938	-4%	-$21.4K	0.25%	25
2014 Q3	$581K	Hold	24,848	–	–	0.3%	23
2014 Q2	$615K	Sell	24,848 -199	-0.8%	-$4.87K	0.32%	23
2014 Q1	$598K	Hold	25,047	–	–	0.34%	21
2013 Q4	$595K	Hold	25,047	–	–	0.33%	23
2013 Q3	$572K	Hold	25,047	–	–	0.34%	18
2013 Q2	$522K	Buy	+25,047	New	+$552K	0.33%	18

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

Smith & Howard Wealth Management's CWI Position: Q2 2026 in Review

Smith & Howard Wealth Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 6,411 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #82.

Smith & Howard Wealth Management first reported a position in CWI in Q2 2013 and has held it in 23 quarters since. The position peaked at $615K in Q2 2014. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Smith & Howard Wealth Management held 6,411 shares of State Street SPDR MSCI ACWI ex-US ETF worth $261K as of Q2 2026.
Smith & Howard Wealth Management 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 0.05% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #82 holding.
Smith & Howard Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and has held it in 23 quarters since.
Smith & Howard Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $615K in Q2 2014.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.