SL
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Sentry LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Sentry LLC’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
Q1 		$302K Hold
8,250
– – 0.1% 95
2025
Q4 		$296K Hold
8,250
– – 0.08% 99
2025
Q3 		$288K Hold
8,250
– – 0.07% 107
2025
Q2 		$269K Hold
8,250
– – 0.05% 108
2025
Q1 		$244K Hold
8,250
– – 0.05% 109
2024
Q4 		$231K Hold
8,250
– – 0.04% 110
2024
Q3 		$251K Hold
8,250
– – 0.05% 113
2024
Q2 		$234K Hold
8,250
– – 0.04% 111
2024
Q1 		$234K Hold
8,250
– – 0.04% 111
2023
Q4 		$223K Hold
8,250
– – 0.05% 109
2023
Q3 		$205K Hold
8,250
– – 0.04% 113
2023
Q2 		$216K Hold
8,250
– – 0.05% 112
2023
Q1 		$212K Buy
+8,250
New +$210K 0.05% 108

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return