Wealth Alliance Advisory Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Wealth Alliance Advisory Group’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 Q3	$381K	Sell	9,431 -944	-9%	-$38.5K	0.05%	142
2026 Q2	$422K	Sell	10,375 -36,985	-78%	-$1.47M	0.06%	127
2026 Q1	$1.73M	Sell	47,360 -440,688	-90%	-$16.6M	0.27%	66
2025 Q4	$17.5M	Buy	488,048 +8,472	+2%	+$300K	3%	7
2025 Q3	$16.7M	Buy	479,576 +4,135	+0.9%	+$139K	3.02%	7
2025 Q2	$15.5M	Buy	475,441 +12,277	+3%	+$377K	2.96%	7
2025 Q1	$13.7M	Buy	+463,164	New	+$13.6M	2.84%	7

Other funds holding CWI

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Alliance Advisory Group's CWI Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 9.1% in Q3 2026, selling an estimated $38.5K and leaving 9,431 shares worth $381K. The position accounts for 0.05% of the portfolio, ranked #142.

Wealth Alliance Advisory Group first reported a position in CWI in Q1 2025 and has held it in 7 quarters since. The position peaked at $17.5M in Q4 2025. 29 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Wealth Alliance Advisory Group held 9,431 shares of State Street SPDR MSCI ACWI ex-US ETF worth $381K as of Q3 2026.
Wealth Alliance Advisory Group sold 944 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $38.5K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.05% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #142 holding.
Wealth Alliance Advisory Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Alliance Advisory Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $17.5M in Q4 2025.
29 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.