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Newman Dignan & Sheerar Inc’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Newman Dignan & Sheerar Inc’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 		$1.24M Sell
30,603
-609
-2% -$24.1K 0.24% 74
2026
Q1 		$1.14M Sell
31,212
-146
-0.5% -$5.5K 0.24% 73
2025
Q4 		$1.13M Sell
31,358
-737
-2% -$26.1K 0.23% 75
2025
Q3 		$1.12M Sell
32,095
-1,610
-5% -$53.9K 0.24% 76
2025
Q2 		$1.1M Sell
33,705
-2,879
-8% -$88.5K 0.25% 76
2025
Q1 		$1.08M Buy
36,584
+694
+2% +$20.3K 0.3% 73
2024
Q4 		$1M Sell
35,890
-619
-2% -$18.1K 0.26% 78
2024
Q3 		$1.08M Buy
36,509
+1,268
+4% +$36.8K 0.26% 79
2024
Q2 		$998K Buy
35,241
+732
+2% +$20.7K 0.26% 83
2024
Q1 		$980K Buy
34,509
+745
+2% +$20.3K 0.26% 86
2023
Q4 		$913K Buy
33,764
+1,417
+4% +$36.1K 0.28% 87
2023
Q3 		$805K Buy
32,347
+751
+2% +$19.4K 0.26% 89
2023
Q2 		$826K Sell
31,596
-3,546
-10% -$92.1K 0.25% 89
2023
Q1 		$904K Buy
35,142
+252
+0.7% +$6.4K 0.29% 82
2022
Q4 		$839K Sell
34,890
-5,636
-14% -$131K 0.28% 85
2022
Q3 		$860 Buy
40,526
+2,992
+8% +$70.4K 0.13% 82
2022
Q2 		$893K Buy
37,534
+4,203
+13% +$107K 0.3% 83
2022
Q1 		$917 Buy
33,331
+8,292
+33% +$233K 0.18% 83
2021
Q4 		$734K Buy
25,039
+118
+0.5% +$3.48K 0.22% 95
2021
Q3 		$722K Buy
24,921
+870
+4% +$26K 0.21% 91
2021
Q2 		$726K Buy
24,051
+1,373
+6% +$41.4K 0.24% 91
2021
Q1 		$656K Buy
22,678
+1,433
+7% +$41.5K 0.24% 93
2020
Q4 		$587 Buy
21,245
+791
+4% +$20.5K 0.09% 90
2020
Q3 		$492K Sell
20,454
-1,926
-9% -$46.4K 0.21% 94
2020
Q2 		$536K Sell
22,380
-11,302
-34% -$242K 0.23% 86
2020
Q1 		$680K Sell
33,682
-14,777
-30% -$348K 0.36% 66
2019
Q4 		$1.25K Sell
48,459
-860
-2% -$21.5K 0.13% 57
2019
Q3 		$1.19M Sell
49,319
-1,950
-4% -$46.6K 0.56% 51
2019
Q2 		$1.25K Sell
51,269
-5,986
-10% -$145K 0.03% 49
2019
Q1 		$1.38M Sell
57,255
-2,846
-5% -$66.7K 0.56% 44
2018
Q4 		$1.31K Sell
60,101
-45,703
-43% -$1.05M 0.11% 51
2018
Q3 		$2.56M Sell
105,804
-4,911
-4% -$122K 1.12% 24
2018
Q2 		$2.73K Buy
110,715
+8,020
+8% +$207K 0.18% 20
2018
Q1 		$2.68M Buy
102,695
+18,123
+21% +$480K 1.35% 19
2017
Q4 		$2.2M Buy
84,572
+28,757
+52% +$739K 1.1% 22
2017
Q3 		$1.41M Buy
55,815
+9,283
+20% +$228K 0.75% 38
2017
Q2 		$1.11M Buy
46,532
+25,716
+124% +$605K 0.61% 45
2017
Q1 		$474 Buy
+20,816
New +$460K 0.21% 101

Other funds holding CWI

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 51.91% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Newman Dignan & Sheerar Inc's CWI Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2% in Q2 2026, selling an estimated $24.1K and leaving 30,603 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #74.

Newman Dignan & Sheerar Inc first reported a position in CWI in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.68M in Q1 2018. 164 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 30,603 shares of State Street SPDR MSCI ACWI ex-US ETF worth $1.24M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 609 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $24.1K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.24% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #74 holding.
  • Newman Dignan & Sheerar Inc first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2017 and has held it in 38 quarters since.
  • Newman Dignan & Sheerar Inc's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.68M in Q1 2018.
  • 164 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.