Meridian Investment Counsel’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Meridian Investment Counsel’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	$2.86M	Sell	70,239 -1,000	-1%	-$39.6K	0.61%	51
2026 Q1	$2.61M	Hold	71,239	–	–	0.62%	50
2025 Q4	$2.56M	Sell	71,239 -800	-1%	-$28.3K	0.62%	50
2025 Q3	$2.52M	Hold	72,039	–	–	0.62%	47
2025 Q2	$2.35M	Hold	72,039	–	–	0.64%	47
2025 Q1	$2.13M	Buy	72,039 +1,100	+2%	+$32.2K	0.63%	49
2024 Q4	$1.98M	Buy	70,939 +1,500	+2%	+$43.8K	0.59%	47
2024 Q3	$2.11M	Hold	69,439	–	–	0.64%	47
2024 Q2	$1.97M	Sell	69,439 -85	-0.1%	-$2.41K	0.62%	45
2024 Q1	$1.97M	Sell	69,524 -3,700	-5%	-$101K	0.66%	47
2023 Q4	$1.98M	Sell	73,224 -115	-0.2%	-$2.93K	0.68%	43
2023 Q3	$1.83M	Buy	73,339 +115	+0.2%	+$2.98K	0.68%	43
2023 Q2	$1.91M	Buy	73,224 +10,000	+16%	+$260K	0.68%	44
2023 Q1	$1.63M	Sell	63,224 -437	-0.7%	-$11.1K	0.62%	49
2022 Q4	$1.53M	Hold	63,661	–	–	0.61%	50
2022 Q3	$1.35M	Sell	63,661 -100	-0.2%	-$2.35K	0.6%	50
2022 Q2	$1.52M	Buy	63,761 +437	+0.7%	+$11.2K	0.62%	46
2022 Q1	$1.74M	Sell	63,324 -2,526	-4%	-$71K	0.61%	43
2021 Q4	$1.93M	Sell	65,850 -7,500	-10%	-$221K	0.64%	41
2021 Q3	$2.13M	Buy	73,350 +12,450	+20%	+$372K	0.77%	37
2021 Q2	$1.84M	Buy	60,900 +51,900	+577%	+$1.56M	0.65%	43
2021 Q1	$260K	Buy	+9,000	New	+$261K	0.1%	164

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Meridian Investment Counsel's CWI Position: Q2 2026 in Review

Meridian Investment Counsel reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.4% in Q2 2026, selling an estimated $39.6K and leaving 70,239 shares worth $2.86M. The position accounts for 0.61% of the portfolio, ranked #51.

Meridian Investment Counsel first reported a position in CWI in Q1 2021 and has held it in 22 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Meridian Investment Counsel held 70,239 shares of State Street SPDR MSCI ACWI ex-US ETF worth $2.86M as of Q2 2026.
Meridian Investment Counsel sold 1,000 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $39.6K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.61% of Meridian Investment Counsel's portfolio in Q2 2026, its #51 holding.
Meridian Investment Counsel first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and has held it in 22 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.