Stifel Financial
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Stifel Financial’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Stifel Financial’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
Q1 		$1.66M Sell
45,305
-225
-0.5% -$8.48K ﹤0.01% 2100
2025
Q4 		$1.64M Sell
45,530
-395
-0.9% -$14K ﹤0.01% 2070
2025
Q3 		$1.6M Sell
45,925
-60
-0.1% -$2.01K ﹤0.01% 2064
2025
Q2 		$1.5M Sell
45,985
-2,944
-6% -$90.5K ﹤0.01% 2048
2025
Q1 		$1.45M Sell
48,929
-5,989
-11% -$176K ﹤0.01% 1991
2024
Q4 		$1.53M Buy
54,918
+13,063
+31% +$382K ﹤0.01% 1963
2024
Q3 		$1.27M Buy
41,855
+26,562
+174% +$770K ﹤0.01% 2060
2024
Q2 		$433K Buy
+15,293
New +$433K ﹤0.01% 2716
2023
Q4 		– Sell
-8,696
Closed -$216K – 3345
2023
Q3 		$216K Buy
8,696
+105
+1% +$2.72K ﹤0.01% 2952
2023
Q2 		$224K Buy
8,591
+375
+5% +$9.74K ﹤0.01% 2982
2023
Q1 		$211K Buy
+8,216
New +$209K ﹤0.01% 3023
2022
Q1 		– Sell
-7,163
Closed -$210K – 3388
2021
Q4 		$210K Buy
+7,163
New +$211K ﹤0.01% 3123

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return