Steward Partners Investment Advisory’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Steward Partners Investment Advisory’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	$3.09M	Sell	76,028 -882	-1%	-$35K	0.02%	744
2026 Q1	$2.81M	Buy	76,910 +12	+0%	+$452	0.01%	729
2025 Q4	$2.76M	Buy	76,898 +101	+0.1%	+$3.58K	0.02%	660
2025 Q3	$2.68M	Sell	76,797 -1,726	-2%	-$57.8K	0.02%	666
2025 Q2	$2.56M	Sell	78,523 -757	-1%	-$23.3K	0.02%	630
2025 Q1	$2.35M	Sell	79,280 -3,054	-4%	-$89.5K	0.02%	619
2024 Q4	$2.3M	Sell	82,334 -297	-0.4%	-$8.68K	0.02%	588
2024 Q3	$2.52M	Sell	82,631 -1,775	-2%	-$51.5K	0.02%	555
2024 Q2	$2.39M	Buy	84,406 +2,169	+3%	+$61.5K	0.03%	530
2024 Q1	$2.34M	Buy	82,237 +400	+0.5%	+$10.9K	0.03%	532
2023 Q4	$2.21M	Buy	81,837 +4,100	+5%	+$104K	0.03%	478
2023 Q3	$1.93M	Buy	77,737 +6,150	+9%	+$159K	0.03%	481
2023 Q2	$1.87M	Buy	71,587 +400	+0.6%	+$10.4K	0.03%	498
2023 Q1	$1.83M	Hold	71,187	–	–	0.03%	484
2022 Q4	$1.71M	Buy	71,187 +32,465	+84%	+$755K	0.03%	502
2022 Q3	$821K	Buy	38,722 +38,662	+64,437%	+$910K	0.02%	682
2022 Q2	$1K	Hold	60	–	–	﹤0.01%	3101
2022 Q1	$2K	Sell	60 -3,000	-98%	-$84.3K	﹤0.01%	3070
2021 Q4	$90K	Buy	3,060 +60	+2%	+$1.77K	﹤0.01%	1640
2021 Q3	$87K	Hold	3,000	–	–	﹤0.01%	1612
2021 Q2	$91K	Sell	3,000 -4,042	-57%	-$122K	﹤0.01%	2398
2021 Q1	$204K	Buy	+7,042	New	+$204K	﹤0.01%	1286
2020 Q2	–	Sell	-3,000	Closed	-$59K	–	2671
2020 Q1	$59K	Sell	3,000 -3,297	-52%	-$77.7K	﹤0.01%	1204
2019 Q4	$162K	Buy	+6,297	New	+$158K	﹤0.01%	946
2019 Q3	–	Sell	-468	Closed	-$11K	–	2632
2019 Q2	$11K	Buy	+468	New	+$11.3K	﹤0.01%	1927
2018 Q4	–	Sell	-468	Closed	-$12K	–	1046
2018 Q3	$12K	Hold	468	–	–	﹤0.01%	1794
2018 Q2	$12K	Sell	468 -468	-50%	-$12.1K	﹤0.01%	1665
2018 Q1	$24K	Hold	936	–	–	﹤0.01%	1259
2017 Q4	$24K	Buy	+936	New	+$24K	﹤0.01%	1054

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

Steward Partners Investment Advisory's CWI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.1% in Q2 2026, selling an estimated $35K and leaving 76,028 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #744.

Steward Partners Investment Advisory first reported a position in CWI in Q4 2017 and has held it in 29 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Steward Partners Investment Advisory held 76,028 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.09M as of Q2 2026.
Steward Partners Investment Advisory sold 882 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $35K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #744 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and has held it in 29 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.