EB
CWI icon

Eastern Bank’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Eastern Bank’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 		$2.11M Sell
51,952
-3,480
-6% -$138K 0.03% 157
2026
Q1 		$2.03M Sell
55,432
-8,482
-13% -$320K 0.03% 168
2025
Q4 		$2.3M Sell
63,914
-26,653
-29% -$944K 0.04% 142
2025
Q3 		$3.16M Sell
90,567
-5,236
-5% -$175K 0.06% 124
2025
Q2 		$3.13M Sell
95,803
-9,518
-9% -$293K 0.06% 122
2025
Q1 		$3.12M Sell
105,321
-458,481
-81% -$13.4M 0.06% 124
2024
Q4 		$15.8M Buy
563,802
+465
+0.1% +$13.6K 0.29% 84
2024
Q3 		$17.1M Buy
563,337
+6,671
+1% +$194K 0.31% 89
2024
Q2 		$15.8M Sell
556,666
-62
-0% -$1.76K 0.64% 58
2024
Q1 		$15.8M Sell
556,728
-406,200
-42% -$11.1M 0.66% 58
2023
Q4 		$26M Buy
962,928
+216
+0% +$5.5K 1.18% 26
2023
Q3 		$24M Sell
962,712
-820
-0.1% -$21.2K 1.19% 28
2023
Q2 		$25.2M Buy
963,532
+2,284
+0.2% +$59.3K 1.2% 23
2023
Q1 		$24.7M Sell
961,248
-589,514
-38% -$15M 1.24% 20
2022
Q4 		$37.3M Sell
1,550,762
-106,778
-6% -$2.48M 1.99% 9
2022
Q3 		$35.2M Sell
1,657,540
-79,679
-5% -$1.88M 2.01% 8
2022
Q2 		$41.3M Sell
1,737,219
-33,128
-2% -$846K 2.2% 6
2022
Q1 		$48.7M Buy
1,770,347
+156,982
+10% +$4.41M 2.26% 5
2021
Q4 		$47.3M Buy
1,613,365
+89,602
+6% +$2.65M 2.06% 7
2021
Q3 		$44.1M Buy
1,523,763
+24,827
+2% +$741K 2.13% 7
2021
Q2 		$45.3M Buy
1,498,936
+41,603
+3% +$1.25M 2.22% 7
2021
Q1 		$42.1M Buy
1,457,333
+631,734
+77% +$18.3M 2.28% 7
2020
Q4 		$22.8M Buy
825,599
+2,013
+0.2% +$52.2K 1.28% 25
2020
Q3 		$19.8M Sell
823,586
-17,729
-2% -$428K 1.21% 28
2020
Q2 		$19.1M Sell
841,315
-19,111
-2% -$409K 1.24% 24
2020
Q1 		$17M Sell
860,426
-721,606
-46% -$17M 1.26% 25
2019
Q4 		$40.8M Buy
1,582,032
+888
+0.1% +$22.2K 2.37% 7
2019
Q3 		$38M Buy
1,581,144
+31,474
+2% +$753K 2.37% 6
2019
Q2 		$37.9M Buy
1,549,670
+34,380
+2% +$832K 2.41% 6
2019
Q1 		$36.6M Buy
1,515,290
+451,928
+42% +$10.6M 2.45% 4
2018
Q4 		$23.2M Sell
1,063,362
-16,220
-2% -$374K 1.73% 9
2018
Q3 		$26.9M Buy
1,079,582
+42,396
+4% +$1.05M 1.75% 8
2018
Q2 		$25.6M Buy
1,037,186
+36,009
+4% +$927K 1.75% 9
2018
Q1 		$25.9M Buy
1,001,177
+515,402
+106% +$13.6M 1.81% 8
2017
Q4 		$12.6M Buy
485,775
+7,953
+2% +$204K 0.85% 53
2017
Q3 		$12.1M Buy
477,822
+9,234
+2% +$227K 0.85% 56
2017
Q2 		$11.1M Buy
468,588
+9,462
+2% +$222K 0.82% 59
2017
Q1 		$10.4M Buy
+459,126
New +$10.2M 0.79% 61

Other funds holding CWI

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
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
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Eastern Bank's CWI Position: Q2 2026 in Review

Eastern Bank reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 6.3% in Q2 2026, selling an estimated $138K and leaving 51,952 shares worth $2.11M. The position accounts for 0.03% of the portfolio, ranked #157.

Eastern Bank first reported a position in CWI in Q1 2017 and has held it in 38 quarters since. The position peaked at $48.7M in Q1 2022. 36 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Eastern Bank held 51,952 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.11M as of Q2 2026.
  • Eastern Bank sold 3,480 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $138K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Eastern Bank's portfolio in Q2 2026, its #157 holding.
  • Eastern Bank first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2017 and has held it in 38 quarters since.
  • Eastern Bank's State Street SPDR MSCI ACWI ex-US ETF position peaked at $48.7M in Q1 2022.
  • 36 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.