TD Private Client Wealth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

TD Private Client Wealth’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	$5.56M	Buy	136,630 +21,541	+19%	+$854K	0.1%	126
2026 Q1	$4.21M	Buy	115,089 +12,371	+12%	+$466K	0.09%	147
2025 Q4	$3.69M	Buy	102,718 +2,688	+3%	+$95.2K	0.08%	164
2025 Q3	$3.49M	Buy	100,030 +7,311	+8%	+$245K	0.08%	178
2025 Q2	$3.03M	Sell	92,719 -7,263	-7%	-$223K	0.07%	189
2025 Q1	$2.96M	Buy	99,982 +24,030	+32%	+$704K	0.08%	176
2024 Q4	$2.12M	Buy	75,952 +58,275	+330%	+$1.7M	0.06%	220
2024 Q3	$538K	Buy	17,677 +7,003	+66%	+$203K	0.02%	447
2024 Q2	$302K	Buy	+10,674	New	+$303K	0.01%	509

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

TD Private Client Wealth's CWI Position: Q2 2026 in Review

TD Private Client Wealth increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 19% in Q2 2026, buying an estimated $854K and bringing the position to 136,630 shares worth $5.56M. The position accounts for 0.1% of the portfolio, ranked #126.

TD Private Client Wealth 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.

TD Private Client Wealth held 136,630 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.56M as of Q2 2026.
TD Private Client Wealth bought 21,541 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $854K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.1% of TD Private Client Wealth's portfolio in Q2 2026, its #126 holding.
TD Private Client Wealth 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 TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.