Van Hulzen Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Van Hulzen Asset Management’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	–	Sell	-6,784	Closed	-$248K	–	394
2026 Q1	$248K	Buy	6,784 +958	+16%	+$36.1K	0.02%	318
2025 Q4	$209K	Buy	+5,826	New	+$206K	0.02%	323
2025 Q1	–	Sell	-2,908	Closed	-$81.2K	–	475
2024 Q4	$81.2K	Buy	+2,908	New	+$85K	0.01%	429

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

Van Hulzen Asset Management's CWI Position: Q2 2026 in Review

Van Hulzen Asset Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 6,784 shares — an estimated $248K sold.

Van Hulzen Asset Management first reported a position in CWI in Q4 2024 and held it in 3 quarters. The position peaked at $248K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Van Hulzen Asset Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
Van Hulzen Asset Management sold 6,784 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $248K.
Van Hulzen Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and held it in 3 quarters.
Van Hulzen Asset Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $248K in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.