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SPDR MSCI ACWI ex-US shares owned by RFG - Bristol Wealth Advisors

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by RFG - Bristol Wealth Advisors from 13F filings

Historical chart of RFG - Bristol Wealth Advisors investment in SPDR MSCI ACWI ex-US

Tip: Access up to 7 years of quarterly data

All positions including SPDR MSCI ACWI ex-US held by RFG - Bristol Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR MSCI ACWI ex-US by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 5.5k 40.67

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust ST STR SP1500VT (VLU)
Blackrock Etf Trust Ii Isha Tota Re Etf (BRTR)
Pgim Etf Tr Tota Retu Bd Etf (PTRB)
Caterpillar (CAT)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Ssga Active Etf Tr St Str Real Etf (RLY)
Coca-Cola Company (KO)
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Merit Financial Group
Mirae Asset Global Investments
Honkamp Krueger Financial Services
HighTower Advisors
LPL Financial
Jane Street
GLOBALT Investments LLC / GA
Hengehold Capital Management
Branch Banking & Trust Company
Pitcairn Wealth Advisors
Lodestar Private Asset Management
CliftonLarsonAllen Wealth Advisors
Morgan Stanley

View all funds holding SPDR MSCI ACWI ex-US