TIA
CWI icon

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

Tiemann 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
Q1 		$3.96M Sell
108,311
-1,391
-1% -$52.4K 1.55% 13
2025
Q4 		$3.94M Sell
109,702
-540
-0.5% -$19.1K 1.53% 13
2025
Q3 		$3.85M Sell
110,242
-636
-0.6% -$21.3K 1.47% 13
2025
Q2 		$3.62M Sell
110,878
-2,340
-2% -$71.9K 1.48% 13
2025
Q1 		$3.35M Sell
113,218
-1,072
-0.9% -$31.4K 1.52% 12
2024
Q4 		$3.19M Sell
114,290
-14,435
-11% -$422K 1.42% 15
2024
Q3 		$3.92M Buy
128,725
+575
+0.4% +$16.7K 1.69% 11
2024
Q2 		$3.63M Sell
128,150
-655
-0.5% -$18.6K 1.61% 13
2024
Q1 		$3.66M Sell
128,805
-745
-0.6% -$20.3K 1.64% 12
2023
Q4 		$3.5M Sell
129,550
-2,947
-2% -$75K 1.7% 10
2023
Q3 		$3.3M Buy
132,497
+1,100
+0.8% +$28.5K 1.76% 8
2023
Q2 		$3.43M Sell
131,397
-1,115
-0.8% -$29K 1.75% 9
2023
Q1 		$3.41M Buy
132,512
+1,785
+1% +$45.3K 1.86% 8
2022
Q4 		$3.15M Buy
130,727
+17,830
+16% +$415K 1.84% 8
2022
Q3 		$2.4M Sell
112,897
-640
-0.6% -$15.1K 1.55% 8
2022
Q2 		$2.7M Sell
113,537
-1,292
-1% -$33K 1.44% 11
2022
Q1 		$3.16M Sell
114,829
-3,040
-3% -$85.5K 1.46% 12
2021
Q4 		$3.46M Sell
117,869
-120
-0.1% -$3.54K 1.46% 10
2021
Q3 		$3.42M Sell
117,989
-3,019
-2% -$90.2K 1.62% 8
2021
Q2 		$3.65M Sell
121,008
-1,556
-1% -$46.9K 1.71% 8
2021
Q1 		$3.54M Sell
122,564
-2,805
-2% -$81.2K 1.77% 8
2020
Q4 		$3.47M Sell
125,369
-1,295
-1% -$33.6K 1.84% 8
2020
Q3 		$3.05M Sell
126,664
-817
-0.6% -$19.7K 1.89% 7
2020
Q2 		$2.89M Buy
127,481
+15,216
+14% +$325K 1.97% 6
2020
Q1 		$2.21M Buy
112,265
+5,228
+5% +$123K 1.92% 8
2019
Q4 		$2.76M Buy
107,037
+1,650
+2% +$41.3K 1.88% 7
2019
Q3 		$2.53M Buy
105,387
+3,858
+4% +$92.2K 1.84% 6
2019
Q2 		$2.48M Buy
101,529
+15
+0% +$363 1.8% 7
2019
Q1 		$2.45M Buy
101,514
+6,279
+7% +$147K 1.87% 7
2018
Q4 		$2.08M Buy
95,235
+9,162
+11% +$211K 1.86% 7
2018
Q3 		$2.14M Buy
86,073
+415
+0.5% +$10.3K 1.63% 8
2018
Q2 		$2.11M Buy
85,658
+653
+0.8% +$16.8K 1.69% 8
2018
Q1 		$2.2M Sell
85,005
-60
-0.1% -$1.59K 1.77% 7
2017
Q4 		$2.21M Sell
85,065
-1,148
-1% -$29.5K 1.76% 7
2017
Q3 		$2.17M Sell
86,213
-735
-0.8% -$18.1K 1.84% 7
2017
Q2 		$2.07M Sell
86,948
-1,650
-2% -$38.8K 1.85% 8
2017
Q1 		$2.02M Buy
88,598
+690
+0.8% +$15.3K 1.87% 7
2016
Q4 		$1.84M Buy
87,908
+14,040
+19% +$296K 1.8% 10
2016
Q3 		$1.6M Buy
73,868
+5,348
+8% +$114K 1.46% 12
2016
Q2 		$1.39M Buy
68,520
+5,707
+9% +$118K 1.3% 18
2016
Q1 		$1.29M Buy
62,813
+1,398
+2% +$27.1K 1.28% 20
2015
Q4 		$1.26M Buy
61,415
+12,102
+25% +$258K 1.28% 19
2015
Q3 		$999K Buy
49,313
+10,013
+25% +$218K 1.09% 21
2015
Q2 		$902K Buy
39,300
+12,750
+48% +$306K 0.92% 26
2015
Q1 		$613K Buy
26,550
+795
+3% +$18.1K 0.64% 53
2014
Q4 		$575K Buy
25,755
+5,595
+28% +$128K 0.62% 54
2014
Q3 		$471K Buy
20,160
+60
+0.3% +$1.47K 0.52% 64
2014
Q2 		$497K Sell
20,100
-3,750
-16% -$91.8K 0.55% 60
2014
Q1 		$569K Buy
23,850
+225
+1% +$5.24K 0.64% 50
2013
Q4 		$561K Buy
+23,625
New +$552K 0.66% 50

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 $16.4B AUM 25.17% 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 $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B 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 $1.29B AUM 17.41% 1-Year Est. Return

Tiemann Investment Advisors's CWI Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.3% in Q1 2026, selling an estimated $52.4K and leaving 108,311 shares worth $3.96M. The position accounts for 1.55% of the portfolio, ranked #13.

Tiemann Investment Advisors first reported a position in CWI in Q4 2013 and has held it in 50 quarters since. 265 funds tracked by Wall St. Rank hold CWI as of Q1 2026.

  • Tiemann Investment Advisors held 108,311 shares of State Street SPDR MSCI ACWI ex-US ETF worth $3.96M as of Q1 2026.
  • Tiemann Investment Advisors sold 1,391 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2026, an estimated $52.4K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 1.55% of Tiemann Investment Advisors's portfolio in Q1 2026, its #13 holding.
  • Tiemann Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2013 and has held it in 50 quarters since.
  • 265 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.