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Courage Miller Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Courage Miller 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 		$6.9M Sell
188,650
-321
-0.2% -$12.1K 1.95% 17
2025
Q4 		$6.79M Sell
188,971
-6,103
-3% -$216K 2.04% 17
2025
Q3 		$6.81M Sell
195,074
-5,292
-3% -$177K 2.04% 17
2025
Q2 		$6.54M Buy
200,366
+3,178
+2% +$97.7K 2.07% 17
2025
Q1 		$5.83M Buy
197,188
+4,133
+2% +$121K 1.98% 17
2024
Q4 		$5.39M Buy
193,055
+283
+0.1% +$8.27K 1.85% 17
2024
Q3 		$5.87M Sell
192,772
-633
-0.3% -$18.4K 1.97% 17
2024
Q2 		$5.48M Buy
193,405
+821
+0.4% +$23.3K 1.97% 17
2024
Q1 		$5.47M Buy
192,584
+2,109
+1% +$57.5K 1.89% 18
2023
Q4 		$5.15M Buy
190,475
+1,883
+1% +$47.9K 1.95% 17
2023
Q3 		$4.69M Buy
188,592
+9,714
+5% +$251K 1.93% 17
2023
Q2 		$4.67M Sell
178,878
-3,606
-2% -$93.7K 1.95% 17
2023
Q1 		$4.7M Sell
182,484
-1,001
-0.5% -$25.4K 1.99% 17
2022
Q4 		$4.41M Sell
183,485
-4,333
-2% -$101K 2.03% 15
2022
Q3 		$3.98M Sell
187,818
-2,269
-1% -$53.4K 2.01% 15
2022
Q2 		$4.52M Sell
190,087
-1,226
-0.6% -$31.3K 2.15% 13
2022
Q1 		$5.26M Sell
191,313
-612
-0.3% -$17.2K 2.09% 13
2021
Q4 		$5.63M Buy
191,925
+1,466
+0.8% +$43.3K 2.13% 14
2021
Q3 		$5.52M Buy
190,459
+4,151
+2% +$124K 2.22% 16
2021
Q2 		$5.63M Buy
186,308
+756
+0.4% +$22.8K 2.3% 15
2021
Q1 		$5.36M Buy
185,552
+173
+0.1% +$5.01K 2.33% 15
2020
Q4 		$5.13M Buy
185,379
+247
+0.1% +$6.4K 2.36% 15
2020
Q3 		$4.2M Buy
185,132
+1
+0% +$24 2.25% 15
2020
Q2 		$4.2M Sell
185,131
-2,359
-1% -$50.5K 2.26% 15
2020
Q1 		$3.7M Buy
187,490
+3,720
+2% +$87.7K 2.27% 14
2019
Q4 		$4.74M Buy
183,770
+3,696
+2% +$92.4K 2.43% 14
2019
Q3 		$4.33M Buy
180,074
+7,748
+4% +$185K 2.39% 14
2019
Q2 		$4.21M Buy
172,326
+7,137
+4% +$173K 2.31% 15
2019
Q1 		$3.99M Buy
165,189
+2,037
+1% +$47.8K 2.25% 15
2018
Q4 		$3.56M Buy
163,152
+39,381
+32% +$907K 2.11% 16
2018
Q3 		$3.08M Buy
123,771
+4,140
+3% +$103K 1.78% 20
2018
Q2 		$2.95M Buy
119,631
+3,367
+3% +$86.7K 1.75% 18
2018
Q1 		$3.01M Sell
116,264
-1,768
-1% -$46.8K 1.83% 18
2017
Q4 		$3.07M Buy
118,032
+5,077
+4% +$130K 1.86% 16
2017
Q3 		$2.85M Sell
112,955
-130
-0.1% -$3.2K 1.78% 16
2017
Q2 		$2.69M Buy
113,085
+1,231
+1% +$28.9K 1.77% 16
2017
Q1 		$2.54M Sell
111,854
-64,677
-37% -$1.43M 1.76% 17
2016
Q4 		$3.71M Buy
176,531
+13,382
+8% +$283K 2.59% 12
2016
Q3 		$3.53M Buy
163,149
+3,702
+2% +$78.6K 2.44% 13
2016
Q2 		$3.24M Buy
159,447
+2,568
+2% +$52.9K 2.31% 14
2016
Q1 		$3.22M Buy
156,879
+20,406
+15% +$396K 2.26% 13
2015
Q4 		$2.8M Buy
136,473
+4,360
+3% +$92.9K 1.94% 16
2015
Q3 		$2.68M Buy
132,113
+50,009
+61% +$1.09M 1.99% 16
2015
Q2 		$1.88M Sell
82,104
-77,064
-48% -$1.85M 1.4% 29
2015
Q1 		$3.68M Sell
159,168
-25,436
-14% -$579K 2.75% 13
2014
Q4 		$4.12M Buy
184,604
+41,694
+29% +$952K 3.4% 9
2014
Q3 		$3.34M Buy
142,910
+48,827
+52% +$1.19M 2.6% 14
2014
Q2 		$2.33M Buy
94,083
+6,982
+8% +$171K 1.71% 23
2014
Q1 		$2.08M Buy
87,101
+6,665
+8% +$155K 1.63% 26
2013
Q4 		$1.91M Buy
80,436
+4,677
+6% +$109K 1.62% 27
2013
Q3 		$1.73M Buy
+75,759
New +$1.67M 1.42% 27

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 $16.4B AUM 25.17% 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 $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B 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 $1.29B AUM 17.41% 1-Year Est. Return

Courage Miller Partners's CWI Position: Q1 2026 in Review

Courage Miller Partners reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 0.17% in Q1 2026, selling an estimated $12.1K and leaving 188,650 shares worth $6.9M. The position accounts for 1.95% of the portfolio, ranked #17.

Courage Miller Partners first reported a position in CWI in Q3 2013 and has held it in 51 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Courage Miller Partners held 188,650 shares of State Street SPDR MSCI ACWI ex-US ETF worth $6.9M as of Q1 2026.
  • Courage Miller Partners sold 321 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $12.1K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.95% of Courage Miller Partners's portfolio in Q1 2026, its #17 holding.
  • Courage Miller Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2013 and has held it in 51 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Courage Miller Partners's 13F filing for Q1 2026, filed 27 Apr 2026.