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

True Link 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 		$208K Sell
5,113
-2,209
-30% -$87.6K 0.01% 104
2026
Q1 		$268K Sell
7,322
-336
-4% -$12.7K 0.02% 80
2025
Q4 		$275K Buy
+7,658
New +$271K 0.02% 93

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

True Link Financial Advisors's CWI Position: Q2 2026 in Review

True Link Financial Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 30% in Q2 2026, selling an estimated $87.6K and leaving 5,113 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #104.

True Link Financial Advisors first reported a position in CWI in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q4 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • True Link Financial Advisors held 5,113 shares of State Street SPDR MSCI ACWI ex-US ETF worth $208K as of Q2 2026.
  • True Link Financial Advisors sold 2,209 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $87.6K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #104 holding.
  • True Link Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • True Link Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $275K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.