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Forvis Mazars Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Forvis Mazars Wealth Advisors’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 		$23.3M Sell
636,965
-37,307
-6% -$1.41M 0.44% 31
2025
Q4 		$24.2M Sell
674,272
-10,274
-2% -$364K 0.46% 32
2025
Q3 		$23.9M Sell
684,546
-21,898
-3% -$734K 0.47% 30
2025
Q2 		$23.1M Sell
706,444
-5,164
-0.7% -$159K 0.5% 31
2025
Q1 		$21M Sell
711,608
-62,355
-8% -$1.83M 0.5% 32
2024
Q4 		$21.6M Sell
773,963
-17,214
-2% -$503K 0.5% 36
2024
Q3 		$24.1M Buy
791,177
+9,325
+1% +$270K 0.55% 31
2024
Q2 		$22.1M Buy
781,852
+758
+0.1% +$21.5K 0.55% 33
2024
Q1 		$22.2M Buy
781,094
+1,600
+0.2% +$43.6K 0.56% 33
2023
Q4 		$21.1M Sell
779,494
-21,961
-3% -$559K 0.59% 33
2023
Q3 		$19.9M Sell
801,455
-13,541
-2% -$350K 0.6% 31
2023
Q2 		$21.3M Sell
814,996
-16,397
-2% -$426K 0.62% 30
2023
Q1 		$21.4M Sell
831,393
-278,452
-25% -$7.07M 0.7% 27
2022
Q4 		$26.7M Buy
1,109,845
+869,022
+361% +$20.2M 0.93% 20
2022
Q3 		$5.11M Buy
240,823
+112,870
+88% +$2.66M 0.21% 72
2022
Q2 		$3.04M Buy
127,953
+27,775
+28% +$709K 0.12% 97
2022
Q1 		$2.76M Sell
100,178
-4,045
-4% -$114K 0.12% 92
2021
Q4 		$3.06M Sell
104,223
-2,227
-2% -$65.7K 0.13% 82
2021
Q3 		$3.08M Sell
106,450
-8,669
-8% -$259K 0.14% 74
2021
Q2 		$3.48M Sell
115,119
-6,197
-5% -$187K 0.16% 65
2021
Q1 		$3.51M Sell
121,316
-3,535
-3% -$102K 0.17% 62
2020
Q4 		$3.45M Sell
124,851
-955
-0.8% -$24.8K 0.17% 64
2020
Q3 		$3.03M Sell
125,806
-7,158
-5% -$173K 0.18% 61
2020
Q2 		$3.01M Sell
132,964
-60,513
-31% -$1.29M 0.2% 56
2020
Q1 		$3.81M Sell
193,477
-171,784
-47% -$4.05M 0.31% 43
2019
Q4 		$9.41M Sell
365,261
-238,639
-40% -$5.97M 0.68% 19
2019
Q3 		$14.5M Sell
603,900
-1,190
-0.2% -$28.5K 1.16% 11
2019
Q2 		$14.8M Sell
605,090
-17,412
-3% -$421K 1.2% 12
2019
Q1 		$15M Sell
622,502
-26,202
-4% -$614K 1.25% 10
2018
Q4 		$14.2M Buy
648,704
+81,216
+14% +$1.87M 1.45% 9
2018
Q3 		$14.1M Buy
567,488
+47,825
+9% +$1.19M 1.24% 10
2018
Q2 		$12.8M Buy
519,663
+14,283
+3% +$368K 1.25% 9
2018
Q1 		$13.1M Buy
505,380
+18,705
+4% +$495K 1.31% 9
2017
Q4 		$12.7M Buy
486,675
+27,589
+6% +$709K 1.27% 9
2017
Q3 		$11.6M Buy
459,086
+20,706
+5% +$509K 1.27% 9
2017
Q2 		$10.4M Buy
438,380
+28,449
+7% +$669K 1.18% 10
2017
Q1 		$9.32M Buy
409,931
+28,995
+8% +$641K 1.14% 12
2016
Q4 		$8M Buy
380,936
+23,988
+7% +$506K 1.05% 13
2016
Q3 		$7.73M Buy
356,948
+4,629
+1% +$98.3K 1.08% 14
2016
Q2 		$7.15M Buy
352,319
+5,091
+1% +$105K 1.06% 15
2016
Q1 		$7.13M Buy
347,228
+129,119
+59% +$2.51M 1.14% 16
2015
Q4 		$4.48M Buy
218,109
+178,129
+446% +$3.79M 0.67% 21
2015
Q3 		$810K Sell
39,980
-1,569
-4% -$34.2K 0.14% 75
2015
Q2 		$953K Sell
41,549
-97
-0.2% -$2.33K 0.14% 78
2015
Q1 		$962K Buy
41,646
+879
+2% +$20K 0.14% 81
2014
Q4 		$909K Buy
40,767
+180
+0.4% +$4.11K 0.15% 76
2014
Q3 		$949K Buy
40,587
+21
+0.1% +$514 0.16% 71
2014
Q2 		$1M Sell
40,566
-855
-2% -$20.9K 0.17% 68
2014
Q1 		$986K Hold
41,421
– – 0.17% 79
2013
Q4 		$984K Hold
41,421
– – 0.18% 76
2013
Q3 		$946K Buy
+41,421
New +$914K 0.19% 76

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

Forvis Mazars Wealth Advisors's CWI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 5.5% in Q1 2026, selling an estimated $1.41M and leaving 636,965 shares worth $23.3M. The position accounts for 0.44% of the portfolio, ranked #31.

Forvis Mazars Wealth Advisors first reported a position in CWI in Q3 2013 and has held it in 51 quarters since. The position peaked at $26.7M in Q4 2022. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 636,965 shares of State Street SPDR MSCI ACWI ex-US ETF worth $23.3M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 37,307 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $1.41M.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.44% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2013 and has held it in 51 quarters since.
  • Forvis Mazars Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $26.7M in Q4 2022.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.