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Vima LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Vima LLC’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 		$30.5K Buy
+750
New +$29.7K 0.03% 188
2024
Q2 		– Sell
-1,852
Closed -$47.7K – 137
2024
Q1 		$47.7K Buy
1,852
+1,102
+147% +$30K 0.06% 109
2023
Q4 		$20.3K Buy
+750
New +$19.1K 0.05% 187

Other funds holding CWI

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 51.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Vima LLC's CWI Position: Q2 2026 in Review

Vima LLC opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 750 shares worth $30.5K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings. This is a return to the name: Vima LLC previously reported a position in CWI as recently as Q1 2024.

Vima LLC first reported a position in CWI in Q4 2023 and has held it in 3 quarters since. The position peaked at $47.7K in Q1 2024. 126 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Vima LLC held 750 shares of State Street SPDR MSCI ACWI ex-US ETF worth $30.5K as of Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF was a new Vima LLC position in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #188 holding.
  • Vima LLC first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's State Street SPDR MSCI ACWI ex-US ETF position peaked at $47.7K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.