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

Sterling Group 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 		$5.75M Sell
141,423
-14,459
-9% -$573K 2.36% 8
2026
Q1 		$5.7M Sell
155,882
-403
-0.3% -$15.2K 2.7% 8
2025
Q4 		$5.61M Sell
156,285
-4,696
-3% -$166K 2.72% 9
2025
Q3 		$5.62M Buy
160,981
+6,127
+4% +$205K 2.78% 8
2025
Q2 		$5.06M Sell
154,854
-5,909
-4% -$182K 2.8% 8
2025
Q1 		$4.76M Buy
160,763
+6,505
+4% +$191K 2.55% 10
2024
Q4 		$4.31M Buy
154,258
+3,312
+2% +$96.8K 2.24% 10
2024
Q3 		$4.59M Buy
150,946
+1,537
+1% +$44.6K 2.44% 10
2024
Q2 		$4.23M Buy
+149,409
New +$4.23M 2.43% 11

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 $104B AUM 28.3% 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

Sterling Group Wealth Management's CWI Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 9.3% in Q2 2026, selling an estimated $573K and leaving 141,423 shares worth $5.75M. The position accounts for 2.36% of the portfolio, ranked #8.

Sterling Group Wealth Management first reported a position in CWI in Q2 2024 and has held it in 9 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Sterling Group Wealth Management held 141,423 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.75M as of Q2 2026.
  • Sterling Group Wealth Management sold 14,459 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $573K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 2.36% of Sterling Group Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Sterling Group Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2024 and has held it in 9 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.