CMP
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Coston McIsaac & Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Coston McIsaac & Partners’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
Q1 		$62K Hold
1,717
– – 0.01% 291
2025
Q4 		$61K Hold
1,717
– – 0.01% 282
2025
Q3 		$59K Hold
1,717
– – 0.01% 280
2025
Q2 		$56K Hold
1,717
– – 0.01% 277
2025
Q1 		$50K Hold
1,717
– – 0.01% 270
2024
Q4 		$47K Hold
1,717
– – 0.01% 285
2024
Q3 		$52 Hold
1,717
– – 0.01% 271
2024
Q2 		$48K Hold
1,717
– – 0.02% 269
2024
Q1 		$48K Hold
1,717
– – 0.02% 272
2023
Q4 		$46K Hold
1,717
– – 0.02% 265
2023
Q3 		$42K Hold
1,717
– – 0.02% 264
2023
Q2 		$44K Hold
1,717
– – 0.02% 288
2023
Q1 		$44K Hold
1,717
– – 0.02% 280
2022
Q4 		$41 Buy
+1,717
New +$39.9K 0.02% 297

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return