WealthGarden F.S.’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

WealthGarden F.S.’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	$260K	Sell	6,387 -161	-2%	-$6.38K	0.15%	153
2026 Q1	$240K	Hold	6,548	–	–	0.16%	146
2025 Q4	$247K	Sell	6,548 -366	-5%	-$13K	0.16%	139
2025 Q3	$247K	Hold	6,914	–	–	0.18%	135
2025 Q2	$223K	Sell	6,914 -114	-2%	-$3.5K	0.19%	128
2025 Q1	$208K	Buy	+7,028	New	+$206K	0.2%	121
2024 Q4	–	Sell	-7,028	Closed	-$214K	–	124
2024 Q3	$214K	Sell	7,028 -371	-5%	-$10.8K	0.21%	114
2024 Q2	$209K	Buy	+7,399	New	+$210K	0.22%	110

Other funds holding CWI

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 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 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WealthGarden F.S.'s CWI Position: Q2 2026 in Review

WealthGarden F.S. reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.5% in Q2 2026, selling an estimated $6.38K and leaving 6,387 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #153.

WealthGarden F.S. first reported a position in CWI in Q2 2024 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

WealthGarden F.S. held 6,387 shares of State Street SPDR MSCI ACWI ex-US ETF worth $260K as of Q2 2026.
WealthGarden F.S. sold 161 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $6.38K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.15% of WealthGarden F.S.'s portfolio in Q2 2026, its #153 holding.
WealthGarden F.S. first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2024 and has held it in 8 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.