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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Investors Research Corp's CWI Position: Q2 2026 in Review

Investors Research Corp held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 430 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Investors Research Corp first reported a position in CWI in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.2M in Q2 2021. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Investors Research Corp held 430 shares of State Street SPDR MSCI ACWI ex-US ETF worth $17.5K as of Q2 2026.
  • Investors Research Corp left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #488 holding.
  • Investors Research Corp first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and has held it in 29 quarters since.
  • Investors Research Corp's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.2M in Q2 2021.
  • 274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.