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Financial Counselors Inc’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-122,393
Closed -$3.62M – 129
2025
Q1 		$3.62M Buy
122,393
+7,296
+6% +$214K 0.05% 219
2024
Q4 		$3.22M Buy
115,097
+1,074
+0.9% +$31.4K 0.05% 235
2024
Q3 		$3.47M Buy
114,023
+1,692
+2% +$49.1K 0.05% 225
2024
Q2 		$3.18M Buy
112,331
+10,371
+10% +$294K 0.05% 223
2024
Q1 		$2.9M Buy
101,960
+9,158
+10% +$250K 0.05% 231
2023
Q4 		$2.51M Buy
92,802
+10,090
+12% +$257K 0.04% 249
2023
Q3 		$2.06M Buy
82,712
+711
+0.9% +$18.4K 0.04% 253
2023
Q2 		$2.14M Buy
82,001
+396
+0.5% +$10.3K 0.04% 248
2023
Q1 		$2.1M Buy
81,605
+10
+0% +$254 0.05% 248
2022
Q4 		$1.96M Sell
81,595
-984
-1% -$22.9K 0.04% 248
2022
Q3 		$1.75M Buy
82,579
+49
+0.1% +$1.15K 0.04% 249
2022
Q2 		$1.96M Sell
82,530
-457
-0.6% -$11.7K 0.05% 239
2022
Q1 		$2.28M Sell
82,987
-184
-0.2% -$5.17K 0.05% 242
2021
Q4 		$2.44M Sell
83,171
-1,147
-1% -$33.9K 0.05% 237
2021
Q3 		$2.44M Buy
84,318
+32,345
+62% +$966K 0.05% 242
2021
Q2 		$1.57M Hold
51,973
– – 0.03% 278
2021
Q1 		$1.5M Sell
51,973
-2,389
-4% -$69.2K 0.03% 278
2020
Q4 		$1.5M Buy
54,362
+1,236
+2% +$32K 0.04% 274
2020
Q3 		$1.28M Sell
53,126
-40
-0.1% -$965 0.04% 269
2020
Q2 		$1.21M Sell
53,166
-606
-1% -$13K 0.04% 288
2020
Q1 		$1.06M Sell
53,772
-750
-1% -$17.7K 0.05% 255
2019
Q4 		$1.41M Buy
54,522
+5,275
+11% +$132K 0.05% 253
2019
Q3 		$1.18M Sell
49,247
-1
-0% -$24 0.05% 264
2019
Q2 		$1.2M Hold
49,248
– – 0.05% 261
2019
Q1 		$1.19M Buy
49,248
+403
+0.8% +$9.45K 0.05% 252
2018
Q4 		$1.07M Hold
48,845
– – 0.05% 257
2018
Q3 		$1.22M Sell
48,845
-3,633
-7% -$90.1K 0.05% 261
2018
Q2 		$1.29M Hold
52,478
– – 0.06% 251
2018
Q1 		$1.36M Hold
52,478
– – 0.06% 246
2017
Q4 		$1.36M Buy
52,478
+4,200
+9% +$108K 0.06% 258
2017
Q3 		$1.21M Hold
48,278
– – 0.06% 262
2017
Q2 		$1.14M Hold
48,278
– – 0.06% 275
2017
Q1 		$1.1M Sell
48,278
-4,138
-8% -$91.5K 0.06% 269
2016
Q4 		$1.1M Buy
+52,416
New +$1.11M 0.06% 264
2016
Q2 		$1.07M Buy
52,892
+2,550
+5% +$52.5K 0.06% 246
2016
Q1 		$1.03M Hold
50,342
– – 0.06% 253
2015
Q4 		$1.03M Buy
50,342
+13,967
+38% +$297K 0.07% 248
2015
Q3 		$737K Buy
36,375
+14,595
+67% +$318K 0.05% 269
2015
Q2 		$500K Buy
21,780
+5,325
+32% +$128K 0.03% 315
2015
Q1 		$380K Buy
+16,455
New +$375K 0.02% 355

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
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
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Financial Counselors Inc's CWI Position: Q2 2025 in Review

Financial Counselors Inc sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2025, closing a stake of 122,393 shares — an estimated $3.62M sold.

Financial Counselors Inc first reported a position in CWI in Q1 2015 and held it in 40 quarters. The position peaked at $3.62M in Q1 2025. 235 funds tracked by Wall St. Rank hold CWI as of Q2 2025.

  • Financial Counselors Inc reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 122,393 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2025, an estimated $3.62M.
  • Financial Counselors Inc first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2015 and held it in 40 quarters.
  • Financial Counselors Inc's State Street SPDR MSCI ACWI ex-US ETF position peaked at $3.62M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.