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Investors Research Corp’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Investors Research Corp’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
Q3 		– Sell
-430
Closed -$17.5K – 802
2026
Q2 		$17.5K Hold
430
– – ﹤0.01% 488
2026
Q1 		$15.7K Sell
430
-93
-18% -$3.51K ﹤0.01% 501
2025
Q4 		$18.8K Sell
523
-340
-39% -$12K ﹤0.01% 551
2025
Q3 		$30.1K Sell
863
-7,285
-89% -$244K 0.01% 494
2025
Q2 		$266K Sell
8,148
-25,379
-76% -$780K 0.05% 268
2025
Q1 		$992K Sell
33,527
-1,118
-3% -$32.8K 0.21% 105
2024
Q4 		$968K Sell
34,645
-324
-0.9% -$9.47K 0.21% 104
2024
Q3 		$1.06M Sell
34,969
-12
-0% -$348 0.23% 95
2024
Q2 		$990K Sell
34,981
-436
-1% -$12.4K 0.23% 97
2024
Q1 		$1.01M Sell
35,417
-173
-0.5% -$4.72K 0.24% 108
2023
Q4 		$962K Sell
35,590
-69
-0.2% -$1.76K 0.23% 108
2023
Q3 		$888K Sell
35,659
-1,718
-5% -$44.5K 0.23% 110
2023
Q2 		$977K Buy
37,377
+25
+0.1% +$649 0.25% 103
2023
Q1 		$961K Sell
37,352
-1,221
-3% -$31K 0.25% 105
2022
Q4 		$928K Sell
38,573
-327
-0.8% -$7.61K 0.25% 105
2022
Q3 		$825K Sell
38,900
-456
-1% -$10.7K 0.25% 108
2022
Q2 		$936K Sell
39,356
-85
-0.2% -$2.17K 0.28% 89
2022
Q1 		$1.08M Sell
39,441
-126
-0.3% -$3.54K 0.31% 89
2021
Q4 		$1.16M Sell
39,567
-32
-0.1% -$945 0.35% 79
2021
Q3 		$1.15M Sell
39,599
-109
-0.3% -$3.25K 0.39% 77
2021
Q2 		$1.2M Hold
39,708
– – 0.41% 78
2021
Q1 		$1.15M Sell
39,708
-102
-0.3% -$2.95K 0.43% 75
2020
Q4 		$1.1M Sell
39,810
-297
-0.7% -$7.7K 0.43% 50
2020
Q3 		$965K Sell
40,107
-1,850
-4% -$44.6K 0.47% 48
2020
Q2 		$951K Buy
41,957
+10,467
+33% +$224K 0.48% 46
2020
Q1 		$621K Buy
31,490
+19,007
+152% +$448K 0.39% 73
2019
Q4 		$322K Buy
12,483
+4,385
+54% +$110K 0.15% 214
2019
Q3 		$195K Buy
8,098
+2,002
+33% +$47.9K 0.1% 267
2019
Q2 		$149K Buy
+6,096
New +$148K 0.08% 301

Other funds holding CWI

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Investors Research Corp's CWI Position: Q3 2026 in Review

Investors Research Corp sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2026, closing a stake of 430 shares — an estimated $17.5K sold.

Investors Research Corp first reported a position in CWI in Q2 2019 and held it in 29 quarters. The position peaked at $1.2M in Q2 2021. 26 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Investors Research Corp reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2026 after selling out during the quarter.
  • Investors Research Corp sold 430 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $17.5K.
  • Investors Research Corp first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and held it in 29 quarters.
  • Investors Research Corp's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.2M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.