TAM
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Todd Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Todd Asset Management’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 		$230K Sell
6,285
-4,987
-44% -$188K ﹤0.01% 174
2025
Q4 		$405K Buy
+11,272
New +$399K 0.01% 163
2025
Q1 		– Sell
-13,696
Closed -$383K – 170
2024
Q4 		$383K Buy
+13,696
New +$400K 0.01% 155
2022
Q1 		– Sell
-45,711
Closed -$1.34M – 212
2021
Q4 		$1.34M Buy
+45,711
New +$1.35M 0.03% 173
2020
Q2 		– Sell
-2,088
Closed -$41K – 209
2020
Q1 		$41K Buy
+2,088
New +$49.2K ﹤0.01% 197
2019
Q4 		– Sell
-1,491
Closed -$36K – 221
2019
Q3 		$36K Buy
+1,491
New +$35.6K ﹤0.01% 222

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