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

Strategic Financial Concepts’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 		$346K Buy
+9,459
New +$357K 0.09% 195
2025
Q4 		– Sell
-12,331
Closed -$431K – 151
2025
Q3 		$431K Buy
12,331
+654
+6% +$21.9K 0.06% 154
2025
Q2 		$381K Buy
11,677
+3,360
+40% +$103K 0.05% 171
2025
Q1 		$246K Sell
8,317
-928
-10% -$27.2K 0.05% 273
2024
Q4 		$258K Buy
9,245
+228
+3% +$6.66K 0.05% 268
2024
Q3 		$274K Sell
9,017
-240,051
-96% -$6.96M 0.09% 192
2024
Q2 		$8.76K Buy
249,068
+241,336
+3,121% +$6.84M 0.01% 423
2024
Q1 		$220K Buy
+7,732
New +$211K 0.05% 277

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