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

Tobias Financial Advisors’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 		$7.47M Buy
183,600
+123
+0.1% +$4.88K 0.95% 21
2026
Q1 		$6.71M Sell
183,477
-6,958
-4% -$262K 0.93% 22
2025
Q4 		$6.84M Sell
190,435
-473
-0.2% -$16.7K 0.97% 22
2025
Q3 		$6.67M Sell
190,908
-796
-0.4% -$26.7K 1.01% 21
2025
Q2 		$6.26M Sell
191,704
-3,914
-2% -$120K 1.07% 20
2025
Q1 		$5.79M Hold
195,618
– – 1.12% 19
2024
Q4 		$5.47M Sell
195,618
-345
-0.2% -$10.1K 1.1% 21
2024
Q3 		$5.97M Sell
195,963
-168
-0.1% -$4.87K 1.2% 18
2024
Q2 		$5.55M Buy
196,131
+255
+0.1% +$7.23K 1.2% 19
2024
Q1 		$5.56M Sell
195,876
-123
-0.1% -$3.35K 1.26% 18
2023
Q4 		$5.3M Sell
195,999
-13,971
-7% -$356K 1.29% 17
2023
Q3 		$5.23M Sell
209,970
-649
-0.3% -$16.8K 1.37% 21
2023
Q2 		$5.5M Sell
210,619
-2,555
-1% -$66.4K 1.48% 20
2023
Q1 		$5.48M Sell
213,174
-9,738
-4% -$247K 1.61% 17
2022
Q4 		$5.36M Sell
222,912
-2,818
-1% -$65.6K 1.76% 16
2022
Q3 		$4.79M Sell
225,730
-6,468
-3% -$152K 1.69% 18
2022
Q2 		$5.52M Sell
232,198
-2,036
-0.9% -$52K 1.85% 17
2022
Q1 		$6.45M Buy
+234,234
New +$6.59M 2.22% 14
2021
Q4 		– Sell
-248,287
Closed -$7.19M – 73
2021
Q3 		$7.19M Sell
248,287
-1,040
-0.4% -$31.1K 2.69% 10
2021
Q2 		$7.53M Sell
249,327
-1,139
-0.5% -$34.3K 2.98% 10
2021
Q1 		$7.24M Hold
250,466
– – 3.07% 10
2020
Q4 		$6.92M Sell
250,466
-599
-0.2% -$15.5K 3.17% 9
2020
Q3 		$6.04M Sell
251,065
-10,180
-4% -$245K 3.31% 8
2020
Q2 		$5.92M Buy
+261,245
New +$5.59M 3.48% 8

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

Tobias Financial Advisors's CWI Position: Q2 2026 in Review

Tobias Financial Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.07% in Q2 2026, buying an estimated $4.88K and bringing the position to 183,600 shares worth $7.47M. The position accounts for 0.95% of the portfolio, ranked #21.

Tobias Financial Advisors first reported a position in CWI in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.53M in Q2 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Tobias Financial Advisors held 183,600 shares of State Street SPDR MSCI ACWI ex-US ETF worth $7.47M as of Q2 2026.
  • Tobias Financial Advisors bought 123 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $4.88K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.95% of Tobias Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Tobias Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2020 and has held it in 24 quarters since.
  • Tobias Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $7.53M in Q2 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.