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Stegner Investment Associates’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Stegner Investment Associates’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 		$414K Buy
10,178
+835
+9% +$33.1K 0.2% 22
2026
Q1 		$342K Sell
9,343
-53
-0.6% -$2K 0.19% 23
2025
Q4 		$338K Sell
9,396
-2,969
-24% -$105K 0.18% 22
2025
Q3 		$432K Hold
12,365
– – 0.24% 22
2025
Q2 		$404K Sell
12,365
-652
-5% -$20K 0.25% 20
2025
Q1 		$385K Sell
13,017
-1,582
-11% -$46.4K 0.27% 20
2024
Q4 		$408K Buy
14,599
+549
+4% +$16K 0.27% 21
2024
Q3 		$428K Sell
14,050
-486
-3% -$14.1K 0.29% 18
2024
Q2 		$412K Sell
14,536
-170
-1% -$4.82K 0.3% 18
2024
Q1 		$418K Buy
14,706
+59
+0.4% +$1.61K 0.31% 18
2023
Q4 		$396K Buy
14,647
+619
+4% +$15.8K 0.31% 18
2023
Q3 		$349K Buy
14,028
+981
+8% +$25.4K 0.3% 19
2023
Q2 		$341K Buy
13,047
+1,399
+12% +$36.3K 0.28% 20
2023
Q1 		$305K Buy
11,648
+1,232
+12% +$31.3K 0.27% 20
2022
Q4 		$251K Hold
10,416
– – 0.23% 22
2022
Q3 		$223K Sell
10,416
-4,477
-30% -$105K 0.21% 21
2022
Q2 		$354K Sell
14,893
-13,160
-47% -$336K 0.34% 17
2022
Q1 		$772K Sell
28,053
-120
-0.4% -$3.37K 0.61% 15
2021
Q4 		$826K Buy
+28,173
New +$832K 0.59% 17

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stegner Investment Associates's CWI Position: Q2 2026 in Review

Stegner Investment Associates increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 8.9% in Q2 2026, buying an estimated $33.1K and bringing the position to 10,178 shares worth $414K. The position accounts for 0.2% of the portfolio, ranked #22.

Stegner Investment Associates first reported a position in CWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $826K in Q4 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Stegner Investment Associates held 10,178 shares of State Street SPDR MSCI ACWI ex-US ETF worth $414K as of Q2 2026.
  • Stegner Investment Associates bought 835 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $33.1K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.2% of Stegner Investment Associates's portfolio in Q2 2026, its #22 holding.
  • Stegner Investment Associates first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Stegner Investment Associates's State Street SPDR MSCI ACWI ex-US ETF position peaked at $826K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.