Kohmann Bosshard Financial Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Kohmann Bosshard Financial Services’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	–	Sell	-1,400	Closed	-$50.3K	–	294
2025 Q4	$50.3K	Buy	+1,400	New	+$49.6K	﹤0.01%	524
2025 Q1	–	Sell	-1,400	Closed	-$39.1K	–	399
2024 Q4	$39.1K	Buy	+1,400	New	+$40.9K	﹤0.01%	361
2020 Q1	–	Sell	-18,978	Closed	-$489K	–	112
2019 Q4	$489K	Hold	18,978	–	–	0.18%	49
2019 Q3	$456K	Sell	18,978 -356	-2%	-$8.51K	0.18%	49
2019 Q2	$473K	Hold	19,334	–	–	0.2%	49
2019 Q1	$467K	Hold	19,334	–	–	0.22%	51
2018 Q4	$422K	Sell	19,334 -286	-1%	-$6.59K	0.23%	49
2018 Q3	$489K	Buy	19,620 +5,935	+43%	+$147K	0.24%	44
2018 Q2	$338K	Sell	13,685 -9,777	-42%	-$252K	0.19%	47
2018 Q1	$608K	Hold	23,462	–	–	0.36%	38
2017 Q4	$610K	Hold	23,462	–	–	0.39%	40
2017 Q3	$592K	Buy	+23,462	New	+$577K	0.42%	39
2017 Q1	$608K	Hold	26,759	–	–	0.52%	36
2016 Q4	$588K	Buy	+26,759	New	+$565K	0.55%	37

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 57.61% 1-Year Est. Return

APP

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Kohmann Bosshard Financial Services's CWI Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2026, closing a stake of 1,400 shares — an estimated $50.3K sold.

Kohmann Bosshard Financial Services first reported a position in CWI in Q4 2016 and held it in 14 quarters. The position peaked at $610K in Q4 2017. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,400 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $50.3K.
Kohmann Bosshard Financial Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2016 and held it in 14 quarters.
Kohmann Bosshard Financial Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $610K in Q4 2017.
265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.