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Iowa State Bank’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Iowa State Bank’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 		$692K Sell
17,126
-220
-1% -$8.97K 0.12% 93
2026
Q2 		$705K Hold
17,346
– – 0.12% 92
2026
Q1 		$635K Sell
17,346
-202
-1% -$7.62K 0.12% 90
2025
Q4 		$630K Sell
17,548
-127
-0.7% -$4.5K 0.12% 90
2025
Q3 		$617K Sell
17,675
-330
-2% -$11.1K 0.12% 92
2025
Q2 		$588K Sell
18,005
-2,318
-11% -$71.3K 0.12% 96
2025
Q1 		$601K Sell
20,323
-8,601
-30% -$252K 0.13% 95
2024
Q4 		$808K Sell
28,924
-142
-0.5% -$4.15K 0.17% 87
2024
Q3 		$885K Sell
29,066
-4,713
-14% -$137K 0.18% 87
2024
Q2 		$956K Sell
33,779
-1,075
-3% -$30.5K 0.21% 83
2024
Q1 		$990K Sell
34,854
-14,618
-30% -$399K 0.22% 83
2023
Q4 		$1.34M Buy
49,472
+17
+0% +$433 0.32% 78
2023
Q3 		$1.23M Buy
49,455
+1,086
+2% +$28.1K 0.32% 75
2023
Q2 		$1.26M Sell
48,369
-7,118
-13% -$185K 0.32% 77
2023
Q1 		$1.43M Sell
55,487
-50,845
-48% -$1.29M 0.36% 76
2022
Q4 		$2.56M Sell
106,332
-282,389
-73% -$6.57M 0.64% 56
2022
Q3 		$8.24M Sell
388,721
-5,937
-2% -$140K 2.34% 10
2022
Q2 		$9.38M Sell
394,658
-41,349
-9% -$1.06M 2.49% 9
2022
Q1 		$12M Sell
436,007
-42,582
-9% -$1.2M 2.78% 6
2021
Q4 		$14M Buy
478,589
+110,582
+30% +$3.26M 3.3% 5
2021
Q3 		$10.7M Buy
368,007
+22,726
+7% +$679K 2.98% 5
2021
Q2 		$10.4M Buy
345,281
+26,911
+8% +$810K 2.93% 5
2021
Q1 		$9.2M Buy
318,370
+18,970
+6% +$549K 2.77% 7
2020
Q4 		$8.28M Buy
299,400
+27,349
+10% +$709K 2.74% 6
2020
Q3 		$6.54M Buy
272,051
+15,866
+6% +$383K 2.53% 6
2020
Q2 		$5.8M Buy
256,185
+66,611
+35% +$1.42M 2.53% 7
2020
Q1 		$3.74M Buy
189,574
+36,425
+24% +$859K 1.76% 17
2019
Q4 		$3.95M Buy
153,149
+13,824
+10% +$346K 1.4% 25
2019
Q3 		$3.35M Buy
139,325
+120,665
+647% +$2.89M 1.27% 31
2019
Q2 		$456K Buy
+18,660
New +$452K 0.2% 77

Other funds holding CWI

FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Iowa State Bank's CWI Position: Q3 2026 in Review

Iowa State Bank reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.3% in Q3 2026, selling an estimated $8.97K and leaving 17,126 shares worth $692K. The position accounts for 0.12% of the portfolio, ranked #93.

Iowa State Bank first reported a position in CWI in Q2 2019 and has held it in 30 quarters since. The position peaked at $14M in Q4 2021. 16 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Iowa State Bank held 17,126 shares of State Street SPDR MSCI ACWI ex-US ETF worth $692K as of Q3 2026.
  • Iowa State Bank sold 220 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $8.97K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.12% of Iowa State Bank's portfolio in Q3 2026, its #93 holding.
  • Iowa State Bank first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and has held it in 30 quarters since.
  • Iowa State Bank's State Street SPDR MSCI ACWI ex-US ETF position peaked at $14M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.