CTA
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Chesley Taft & Associates’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Chesley Taft & Associates’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 		$3.97M Buy
97,497
+10,977
+13% +$435K 0.15% 115
2026
Q1 		$3.17M Buy
86,520
+22,479
+35% +$847K 0.13% 126
2025
Q4 		$2.3M Buy
64,041
+29,347
+85% +$1.04M 0.09% 149
2025
Q3 		$1.21M Buy
34,694
+15,562
+81% +$521K 0.05% 189
2025
Q2 		$625K Buy
19,132
+1,752
+10% +$53.9K 0.03% 246
2025
Q1 		$514K Buy
17,380
+3,166
+22% +$92.8K 0.02% 249
2024
Q4 		$397K Buy
14,214
+1,190
+9% +$34.8K 0.02% 271
2024
Q3 		$396K Hold
13,024
– – 0.02% 272
2024
Q2 		$369K Sell
13,024
-3,460
-21% -$98.1K 0.02% 267
2024
Q1 		$468K Hold
16,484
– – 0.02% 245
2023
Q4 		$446K Buy
16,484
+3,460
+27% +$88.1K 0.03% 247
2023
Q3 		$324K Hold
13,024
– – 0.02% 256
2023
Q2 		$340K Hold
13,024
– – 0.02% 254
2023
Q1 		$335K Hold
13,024
– – 0.02% 253
2022
Q4 		$313K Hold
13,024
– – 0.02% 254
2022
Q3 		$276K Sell
13,024
-2,000
-13% -$47.1K 0.02% 256
2022
Q2 		$357K Hold
15,024
– – 0.02% 250
2022
Q1 		$403K Hold
15,024
– – 0.02% 250
2021
Q4 		$440K Hold
15,024
– – 0.02% 244
2021
Q3 		$435K Hold
15,024
– – 0.02% 242
2021
Q2 		$454K Hold
15,024
– – 0.03% 237
2021
Q1 		$445K Hold
15,024
– – 0.03% 236
2020
Q4 		$415K Hold
15,024
– – 0.03% 231
2020
Q3 		$361K Hold
15,024
– – 0.03% 218
2020
Q2 		$340K Hold
15,024
– – 0.03% 221
2020
Q1 		$296K Sell
15,024
-2,500
-14% -$58.9K 0.03% 217
2019
Q4 		$452K Hold
17,524
– – 0.03% 213
2019
Q3 		$421K Buy
+17,524
New +$419K 0.03% 215

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Chesley Taft & Associates's CWI Position: Q2 2026 in Review

Chesley Taft & Associates increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 13% in Q2 2026, buying an estimated $435K and bringing the position to 97,497 shares worth $3.97M. The position accounts for 0.15% of the portfolio, ranked #115.

Chesley Taft & Associates first reported a position in CWI in Q3 2019 and has held it in 28 quarters since. 40 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Chesley Taft & Associates held 97,497 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.97M as of Q2 2026.
  • Chesley Taft & Associates bought 10,977 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $435K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.15% of Chesley Taft & Associates's portfolio in Q2 2026, its #115 holding.
  • Chesley Taft & Associates first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2019 and has held it in 28 quarters since.
  • 40 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.