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

VestGen 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	$563K	Sell	13,849 -2,506	-15%	-$99.3K	0.02%	632
2026 Q1	$652K	Sell	16,355 -3,371	-17%	-$127K	0.02%	583
2025 Q4	$709K	Sell	19,726 -164,141	-89%	-$5.81M	0.03%	418
2025 Q3	$6.42M	Sell	183,867 -2,024	-1%	-$67.8K	0.21%	106
2025 Q2	$6.05M	Sell	185,891 -856	-0.5%	-$26.3K	0.24%	95
2025 Q1	$5.52M	Buy	+186,747	New	+$5.47M	0.25%	88

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

VestGen Advisors's CWI Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 15% in Q2 2026, selling an estimated $99.3K and leaving 13,849 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #632.

VestGen Advisors first reported a position in CWI in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.42M in Q3 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

VestGen Advisors held 13,849 shares of State Street SPDR MSCI ACWI ex-US ETF worth $563K as of Q2 2026.
VestGen Advisors sold 2,506 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $99.3K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #632 holding.
VestGen Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $6.42M in Q3 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.