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

SpringVest 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	$544K	Sell	13,384 -136	-1%	-$5.39K	0.34%	43
2026 Q1	$495K	Sell	13,520 -2,767	-17%	-$104K	0.34%	42
2025 Q4	$585K	Buy	16,287 +4,584	+39%	+$162K	0.41%	34
2025 Q3	$409K	Sell	11,703 -6,349	-35%	-$213K	0.3%	46
2025 Q2	$590K	Sell	18,052 -16,112	-47%	-$495K	0.48%	31
2025 Q1	$1.01M	Hold	34,164	–	–	0.84%	22
2024 Q4	$955K	Buy	+34,164	New	+$998K	0.82%	21

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

SpringVest Wealth Management's CWI Position: Q2 2026 in Review

SpringVest Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1% in Q2 2026, selling an estimated $5.39K and leaving 13,384 shares worth $544K. The position accounts for 0.34% of the portfolio, ranked #43.

SpringVest Wealth Management first reported a position in CWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

SpringVest Wealth Management held 13,384 shares of State Street SPDR MSCI ACWI ex-US ETF worth $544K as of Q2 2026.
SpringVest Wealth Management sold 136 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $5.39K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.34% of SpringVest Wealth Management's portfolio in Q2 2026, its #43 holding.
SpringVest Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and has held it in 7 quarters since.
SpringVest Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.01M in Q1 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.