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

Nisa Investment Advisors’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	$8.09M	Hold	199,000	–	–	0.03%	316
2026 Q1	$7.28M	Hold	199,000	–	–	0.03%	323
2025 Q4	$7.15M	Hold	199,000	–	–	0.02%	325
2025 Q3	$6.95M	Hold	199,000	–	–	0.03%	334
2025 Q2	$6.5M	Hold	199,000	–	–	0.03%	351
2025 Q1	$5.89M	Hold	199,000	–	–	0.03%	375
2024 Q4	$5.56M	Hold	199,000	–	–	0.02%	430
2024 Q3	$6.06M	Hold	199,000	–	–	0.04%	387
2024 Q2	$5.63M	Hold	199,000	–	–	0.04%	399
2024 Q1	$5.65M	Buy	199,000 +58,000	+41%	+$1.58M	0.04%	408
2023 Q4	$3.81M	Buy	141,000 +42,000	+42%	+$1.07M	0.03%	477
2023 Q3	$2.46M	Buy	99,000 +44,250	+81%	+$1.15M	0.02%	608
2023 Q2	$1.43M	Hold	54,750	–	–	0.01%	776
2023 Q1	$1.41M	Hold	54,750	–	–	0.01%	759
2022 Q4	$1.32M	Hold	54,750	–	–	0.01%	838
2022 Q3	$1.16M	Hold	54,750	–	–	0.01%	770
2022 Q2	$1.3M	Hold	54,750	–	–	0.01%	752
2022 Q1	$1.51M	Hold	54,750	–	–	0.01%	745
2021 Q4	$1.56M	Hold	54,750	–	–	0.01%	710
2021 Q3	$1.59M	Hold	54,750	–	–	0.01%	765
2021 Q2	$1.65M	Hold	54,750	–	–	0.01%	773
2021 Q1	$1.58M	Hold	54,750	–	–	0.01%	784
2020 Q4	$1.51M	Hold	54,750	–	–	0.01%	770
2020 Q3	$1.32M	Hold	54,750	–	–	0.01%	719
2020 Q2	$1.24M	Sell	54,750 -89,000	-62%	-$1.9M	0.01%	717
2020 Q1	$2.83M	Hold	143,750	–	–	0.03%	431
2019 Q4	$3.7M	Buy	143,750 +89,000	+163%	+$2.23M	0.03%	455
2019 Q3	$1.32M	Hold	54,750	–	–	0.01%	771
2019 Q2	$1.34M	Hold	54,750	–	–	0.01%	753
2019 Q1	$1.32M	Buy	54,750 +30,420	+125%	+$713K	0.01%	752
2018 Q4	$531K	Hold	24,330	–	–	0.01%	976
2018 Q3	$606K	Hold	24,330	–	–	0.01%	1037
2018 Q2	$600K	Sell	24,330 -30,000	-55%	-$773K	0.01%	992
2018 Q1	$1.41M	Hold	54,330	–	–	0.01%	703
2017 Q4	$1.41M	Hold	54,330	–	–	0.01%	717
2017 Q3	$1.37M	Hold	54,330	–	–	0.02%	716
2017 Q2	$1.29M	Hold	54,330	–	–	0.02%	731
2017 Q1	$1.24M	Hold	54,330	–	–	0.01%	763
2016 Q4	$1.14M	Hold	54,330	–	–	0.01%	786
2016 Q3	$1.18M	Hold	54,330	–	–	0.02%	748
2016 Q2	$1.1M	Hold	54,330	–	–	0.01%	729
2016 Q1	$1.12M	Hold	54,330	–	–	0.02%	709
2015 Q4	$1.12M	Hold	54,330	–	–	0.02%	713
2015 Q3	$1.1M	Hold	54,330	–	–	0.02%	701
2015 Q2	$1.25M	Hold	54,330	–	–	0.02%	708
2015 Q1	$1.25M	Hold	54,330	–	–	0.02%	719
2014 Q4	$1.21M	Hold	54,330	–	–	0.02%	718
2014 Q3	$1.27M	Hold	54,330	–	–	0.02%	692
2014 Q2	$1.34M	Hold	54,330	–	–	0.02%	692
2014 Q1	$1.3M	Hold	54,330	–	–	0.02%	703
2013 Q4	$1.29M	Hold	54,330	–	–	0.02%	714
2013 Q3	$1.24M	Hold	54,330	–	–	0.02%	693
2013 Q2	$1.13M	Buy	+54,330	New	+$1.2M	0.02%	724

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

Nisa Investment Advisors's CWI Position: Q2 2026 in Review

Nisa Investment Advisors held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2026 at 199,000 shares worth $8.09M. The position accounts for 0.03% of the portfolio, ranked #316.

Nisa Investment Advisors first reported a position in CWI in Q2 2013 and has held it in 53 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Nisa Investment Advisors held 199,000 shares of State Street SPDR MSCI ACWI ex-US ETF worth $8.09M as of Q2 2026.
Nisa Investment Advisors left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Nisa Investment Advisors's portfolio in Q2 2026, its #316 holding.
Nisa Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and has held it in 53 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.