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

Koshinski Asset 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
2025
Q3 		– Sell
-6,788
Closed -$222K – 724
2025
Q2 		$222K Hold
6,788
– – 0.02% 628
2025
Q1 		$201K Buy
+6,788
New +$199K 0.02% 608
2024
Q4 		– Sell
-6,788
Closed -$207K – 635
2024
Q3 		$207K Buy
+6,788
New +$197K 0.02% 597
2022
Q2 		– Sell
-6,489
Closed -$179K – 864
2022
Q1 		$179K Hold
6,489
– – 0.01% 623
2021
Q4 		$190K Sell
6,489
-948
-13% -$28K 0.02% 634
2021
Q3 		$215K Buy
+7,437
New +$222K 0.02% 594
2021
Q2 		– Sell
-11,464
Closed -$331K – 566
2021
Q1 		$331K Sell
11,464
-2,723
-19% -$78.9K 0.04% 453
2020
Q4 		$392K Sell
14,187
-2,414
-15% -$62.6K 0.05% 372
2020
Q3 		$415K Sell
16,601
-16,068
-49% -$387K 0.06% 333
2020
Q2 		$740K Sell
32,669
-2,622
-7% -$56.1K 0.12% 206
2020
Q1 		$696K Sell
35,291
-4,568
-11% -$108K 0.15% 186
2019
Q4 		$1.02M Buy
+39,859
New +$997K 0.18% 177
2019
Q3 		– Sell
-33,639
Closed -$822K – 171
2019
Q2 		$822K Sell
33,639
-11,531
-26% -$279K 0.33% 96
2019
Q1 		$1.09M Sell
45,170
-2,772
-6% -$65K 0.29% 97
2018
Q4 		$1.05M Sell
47,942
-25,906
-35% -$597K 0.26% 123
2018
Q3 		$1.84M Buy
73,848
+23,908
+48% +$593K 0.26% 112
2018
Q2 		$1.23M Sell
49,940
-943
-2% -$24.3K 0.38% 89
2018
Q1 		$1.32M Sell
50,883
-644
-1% -$17.1K 0.41% 76
2017
Q4 		$1.34M Buy
51,527
+2,141
+4% +$55K 0.34% 99
2017
Q3 		$1.25M Sell
49,386
-567
-1% -$13.9K 0.41% 72
2017
Q2 		$1.19M Buy
49,953
+7,684
+18% +$181K 0.43% 71
2017
Q1 		$961K Buy
42,269
+15,629
+59% +$346K 0.38% 85
2016
Q4 		$559K Buy
+26,640
New +$562K 0.28% 123

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Koshinski Asset Management's CWI Position: Q3 2025 in Review

Koshinski Asset Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2025, closing a stake of 6,788 shares — an estimated $222K sold.

Koshinski Asset Management first reported a position in CWI in Q4 2016 and held it in 23 quarters. The position peaked at $1.84M in Q3 2018. 245 funds tracked by Wall St. Rank hold CWI as of Q3 2025.

  • Koshinski Asset Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 6,788 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2025, an estimated $222K.
  • Koshinski Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2016 and held it in 23 quarters.
  • Koshinski Asset Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.84M in Q3 2018.
  • 245 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2025.

Based on Koshinski Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.