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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Wealth Enhancement Advisory Services's CWI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 4.9% in Q2 2026, selling an estimated $576K and leaving 279,708 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #622.

Wealth Enhancement Advisory Services first reported a position in CWI in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.9M in Q1 2024. 40 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 279,708 shares of State Street SPDR MSCI ACWI ex-US ETF worth $11.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 14,531 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $576K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #622 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 14 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $25.9M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.