YANKCOM Partnership’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

YANKCOM Partnership’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	–	Sell	-1,538	Closed	-$56.3K	–	327
2026 Q1	$56.3K	Hold	1,538	–	–	0.02%	185
2025 Q4	$55.2K	Hold	1,538	–	–	0.02%	186
2025 Q3	$53.7K	Hold	1,538	–	–	0.02%	180
2025 Q2	$50.2K	Hold	1,538	–	–	0.02%	177
2025 Q1	$45.5K	Hold	1,538	–	–	0.03%	179
2024 Q4	$43K	Buy	+1,538	New	+$44.9K	0.02%	179

Other funds holding CWI

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 51.91% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

YANKCOM Partnership's CWI Position: Q2 2026 in Review

YANKCOM Partnership sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026, closing a stake of 1,538 shares — an estimated $56.3K sold.

YANKCOM Partnership first reported a position in CWI in Q4 2024 and held it in 6 quarters. The position peaked at $56.3K in Q1 2026. 169 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

YANKCOM Partnership reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2026 after selling out during the quarter.
YANKCOM Partnership sold 1,538 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $56.3K.
YANKCOM Partnership first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and held it in 6 quarters.
YANKCOM Partnership's State Street SPDR MSCI ACWI ex-US ETF position peaked at $56.3K in Q1 2026.
169 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.