Wealth Enhancement Advisory Services
CWI icon

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

Wealth Enhancement Advisory Services’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 		$11M Sell
276,380
-3,328
-1% -$136K 0.02% 692
2026
Q2 		$11.3M Sell
279,708
-14,531
-5% -$576K 0.02% 622
2026
Q1 		$10.8M Sell
294,239
-178,600
-38% -$6.73M 0.02% 561
2025
Q4 		$17.5M Sell
472,839
-34,585
-7% -$1.22M 0.02% 515
2025
Q3 		$17.9M Sell
507,424
-62,431
-11% -$2.09M 0.03% 480
2025
Q2 		$18.7M Sell
569,855
-29,099
-5% -$895K 0.03% 439
2025
Q1 		$17.7M Sell
598,954
-74,361
-11% -$2.18M 0.03% 432
2024
Q4 		$18.8M Sell
673,315
-117,429
-15% -$3.43M 0.04% 388
2024
Q3 		$24.1M Sell
790,744
-43,467
-5% -$1.26M 0.05% 317
2024
Q2 		$23.6M Sell
834,211
-76,737
-8% -$2.17M 0.06% 301
2024
Q1 		$25.9M Sell
910,948
-38,438
-4% -$1.05M 0.07% 274
2023
Q4 		$25.7M Sell
949,386
-64,639
-6% -$1.65M 0.07% 251
2023
Q3 		$25.2M Buy
1,014,025
+1,001,883
+8,251% +$25.9M 0.08% 233
2023
Q2 		$317K Buy
12,142
+1,085
+10% +$28.2K ﹤0.01% 425
2023
Q1 		$284K Buy
+11,057
New +$281K ﹤0.01% 449

Other funds holding CWI

Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Portus Wealth Advisors
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's CWI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.2% in Q3 2026, selling an estimated $136K and leaving 276,380 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #692.

Wealth Enhancement Advisory Services first reported a position in CWI in Q1 2023 and has held it in 15 quarters since. The position peaked at $25.9M in Q1 2024. 77 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 276,380 shares of State Street SPDR MSCI ACWI ex-US ETF worth $11M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,328 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $136K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #692 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $25.9M in Q1 2024.
  • 77 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.