Western Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Western Wealth Management’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	$729K	Sell	17,915 -4,628	-21%	-$183K	0.02%	568
2026 Q1	$825K	Buy	22,543 +5,500	+32%	+$207K	0.03%	503
2025 Q4	$612K	Hold	17,043	–	–	0.03%	469
2025 Q3	$595K	Buy	17,043 +1,000	+6%	+$33.5K	0.03%	408
2025 Q2	$524K	Buy	16,043 +3,000	+23%	+$92.2K	0.03%	397
2025 Q1	$386K	Hold	13,043	–	–	0.03%	451
2024 Q4	$364K	Hold	13,043	–	–	0.02%	547
2024 Q3	$397K	Hold	13,043	–	–	0.02%	514
2024 Q2	$369K	Hold	13,043	–	–	0.03%	442
2024 Q1	$370K	Sell	13,043 -1,500	-10%	-$40.9K	0.03%	442
2023 Q4	$393K	Sell	14,543 -4,527	-24%	-$115K	0.03%	467
2023 Q3	$475K	Hold	19,070	–	–	0.04%	400
2023 Q2	$498K	Buy	19,070 +1,000	+6%	+$26K	0.04%	371
2023 Q1	$465K	Buy	+18,070	New	+$459K	0.04%	387
2022 Q1	–	Sell	-10,450	Closed	-$307K	–	828
2021 Q4	$307K	Buy	+10,450	New	+$309K	0.03%	463
2021 Q2	$456K	Buy	+15,100	New	+$455K	0.05%	375

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

Western Wealth Management's CWI Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 21% in Q2 2026, selling an estimated $183K and leaving 17,915 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #568.

Western Wealth Management first reported a position in CWI in Q2 2021 and has held it in 16 quarters since. The position peaked at $825K in Q1 2026. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Western Wealth Management held 17,915 shares of State Street SPDR MSCI ACWI ex-US ETF worth $729K as of Q2 2026.
Western Wealth Management sold 4,628 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $183K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #568 holding.
Western Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 16 quarters since.
Western Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $825K in Q1 2026.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.