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

Walkner Condon 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	$5.72M	Buy	140,659 +1,655	+1%	+$65.6K	0.66%	35
2026 Q1	$5.09M	Hold	139,004	–	–	0.67%	35
2025 Q4	$4.99M	Buy	139,004 +2,419	+2%	+$85.6K	0.69%	31
2025 Q3	$4.77M	Hold	136,585	–	–	0.76%	32
2025 Q2	$4.46M	Buy	136,585 +1,889	+1%	+$58.1K	0.82%	29
2025 Q1	$3.98M	Hold	134,696	–	–	0.81%	29
2024 Q4	$3.76M	Hold	134,696	–	–	0.76%	33
2024 Q3	$4.1M	Hold	134,696	–	–	0.84%	31
2024 Q2	$3.81M	Buy	134,696 +10,696	+9%	+$303K	0.82%	34
2024 Q1	$3.52M	Hold	124,000	–	–	0.75%	39
2023 Q4	$3.35M	Hold	124,000	–	–	0.76%	35
2023 Q3	$3.09M	Hold	124,000	–	–	0.82%	32
2023 Q2	$3.24M	Hold	124,000	–	–	0.86%	30
2023 Q1	$3.19M	Hold	124,000	–	–	0.89%	28
2022 Q4	$2.98M	Hold	124,000	–	–	0.89%	29
2022 Q3	$2.63M	Hold	124,000	–	–	0.85%	31
2022 Q2	$2.95M	Hold	124,000	–	–	0.92%	29
2022 Q1	$3.41M	Buy	+124,000	New	+$3.49M	0.97%	29

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

Walkner Condon Financial Advisors's CWI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.2% in Q2 2026, buying an estimated $65.6K and bringing the position to 140,659 shares worth $5.72M. The position accounts for 0.66% of the portfolio, ranked #35.

Walkner Condon Financial Advisors first reported a position in CWI in Q1 2022 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Walkner Condon Financial Advisors held 140,659 shares of State Street SPDR MSCI ACWI ex-US ETF worth $5.72M as of Q2 2026.
Walkner Condon Financial Advisors bought 1,655 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $65.6K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.66% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #35 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2022 and has held it in 18 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.