Towneley Capital Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Towneley Capital 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 Q3	$530K	Sell	13,107 -1,407	-10%	-$57.4K	0.1%	28
2026 Q2	$590K	Buy	14,514 +69	+0.5%	+$2.73K	0.12%	26
2026 Q1	$529K	Hold	14,445	–	–	0.11%	25
2025 Q4	$519K	Buy	14,445 +205	+1%	+$7.26K	0.11%	23
2025 Q3	$497K	Sell	14,240 -286	-2%	-$9.58K	0.11%	23
2025 Q2	$474K	Sell	14,526 -8,596	-37%	-$264K	0.11%	22
2025 Q1	$684K	Hold	23,122	–	–	0.16%	23
2024 Q4	$646K	Sell	23,122 -7,377	-24%	-$216K	0.15%	28
2024 Q3	$928K	Sell	30,499 -3,499	-10%	-$101K	0.21%	24
2024 Q2	$962K	Sell	33,998 -8,360	-20%	-$237K	0.23%	26
2024 Q1	$1.2M	Hold	42,358	–	–	0.3%	24
2023 Q4	$1.15M	Buy	+42,358	New	+$1.08M	0.29%	24

Other funds holding CWI

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Towneley Capital Management's CWI Position: Q3 2026 in Review

Towneley Capital Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 9.7% in Q3 2026, selling an estimated $57.4K and leaving 13,107 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #28.

Towneley Capital Management first reported a position in CWI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q1 2024. 27 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

Towneley Capital Management held 13,107 shares of State Street SPDR MSCI ACWI ex-US ETF worth $530K as of Q3 2026.
Towneley Capital Management sold 1,407 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2026, an estimated $57.4K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.1% of Towneley Capital Management's portfolio in Q3 2026, its #28 holding.
Towneley Capital Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 12 quarters since.
Towneley Capital Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.2M in Q1 2024.
27 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Towneley Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.