Goelzer Investment Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Goelzer Investment Management’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	$287K	Buy	7,045 +80	+1%	+$3.17K	0.01%	276
2026 Q1	$255K	Sell	6,965 -40	-0.6%	-$1.51K	0.01%	274
2025 Q4	$252K	Sell	7,005 -3,243	-32%	-$115K	0.01%	258
2025 Q3	$358K	Sell	10,248 -1,865	-15%	-$62.5K	0.02%	209
2025 Q2	$396K	Buy	12,113 +1,328	+12%	+$40.8K	0.02%	204
2025 Q1	$319K	Buy	+10,785	New	+$316K	0.02%	209

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Goelzer Investment Management's CWI Position: Q2 2026 in Review

Goelzer Investment Management increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.1% in Q2 2026, buying an estimated $3.17K and bringing the position to 7,045 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #276.

Goelzer Investment Management first reported a position in CWI in Q1 2025 and has held it in 6 quarters since. The position peaked at $396K in Q2 2025. 182 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Goelzer Investment Management held 7,045 shares of State Street SPDR MSCI ACWI ex-US ETF worth $287K as of Q2 2026.
Goelzer Investment Management bought 80 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $3.17K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #276 holding.
Goelzer Investment Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2025 and has held it in 6 quarters since.
Goelzer Investment Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $396K in Q2 2025.
182 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.