Rockland Trust’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Rockland Trust’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	$219K	Buy	+5,397	New	+$214K	0.01%	304
2023 Q2	–	Sell	-16,243	Closed	-$418K	–	293
2023 Q1	$418K	Sell	16,243 -5,753	-26%	-$146K	0.03%	212
2022 Q4	$529K	Sell	21,996 -2,334	-10%	-$54.3K	0.03%	196
2022 Q3	$516K	Buy	24,330 +225	+0.9%	+$5.3K	0.04%	177
2022 Q2	$573K	Sell	24,105 -7,125	-23%	-$182K	0.04%	175
2022 Q1	$859K	Buy	31,230 +10,943	+54%	+$308K	0.05%	154
2021 Q4	$595K	Buy	+20,287	New	+$599K	0.04%	193

Other funds holding CWI

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

Rockland Trust's CWI Position: Q2 2026 in Review

Rockland Trust opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2026: 5,397 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: Rockland Trust previously reported a position in CWI as recently as Q1 2023.

Rockland Trust first reported a position in CWI in Q4 2021 and has held it in 7 quarters since. The position peaked at $859K in Q1 2022. 40 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Rockland Trust held 5,397 shares of State Street SPDR MSCI ACWI ex-US ETF worth $219K as of Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF was a new Rockland Trust position in Q2 2026.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #304 holding.
Rockland Trust first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2021 and has held it in 7 quarters since.
Rockland Trust's State Street SPDR MSCI ACWI ex-US ETF position peaked at $859K in Q1 2022.
40 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.