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

Vestia Personal Wealth 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 		$552K Hold
13,580
– – 0.22% 53
2026
Q1 		$497K Hold
13,580
– – 0.23% 54
2025
Q4 		$505K Hold
13,580
– – 0.26% 51
2025
Q3 		$474K Buy
+13,580
New +$455K 0.27% 53

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

Vestia Personal Wealth Advisors's CWI Position: Q2 2026 in Review

Vestia Personal Wealth Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 13,580 shares worth $552K. The position accounts for 0.22% of the portfolio, ranked #53.

Vestia Personal Wealth Advisors first reported a position in CWI in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Vestia Personal Wealth Advisors held 13,580 shares of State Street SPDR MSCI ACWI ex-US ETF worth $552K as of Q2 2026.
  • Vestia Personal Wealth Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.22% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Vestia Personal Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.