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

WhitTier Trust Company’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	$139K	Sell	3,474 -988	-22%	-$39.2K	﹤0.01%	558
2026 Q1	$165K	Hold	4,462	–	–	﹤0.01%	522
2025 Q4	$165K	Sell	4,462 -1,427	-24%	-$50.5K	﹤0.01%	511
2025 Q3	$209K	Hold	5,889	–	–	﹤0.01%	464
2025 Q2	$192K	Hold	5,889	–	–	﹤0.01%	528
2025 Q1	$174K	Hold	5,889	–	–	﹤0.01%	531
2024 Q4	$164K	Buy	5,889 +988	+20%	+$28.9K	﹤0.01%	520
2024 Q3	$149K	Hold	4,901	–	–	﹤0.01%	531
2024 Q2	$139K	Hold	4,901	–	–	﹤0.01%	517
2024 Q1	$139K	Hold	4,901	–	–	﹤0.01%	518
2023 Q4	$133K	Sell	4,901 -1,436	-23%	-$36.6K	﹤0.01%	527
2023 Q3	$158K	Buy	6,337 +600	+10%	+$15.5K	0.01%	479
2023 Q2	$150K	Hold	5,737	–	–	0.01%	501
2023 Q1	$148K	Hold	5,737	–	–	0.01%	496
2022 Q4	$138K	Hold	5,737	–	–	0.01%	505
2022 Q3	$122K	Hold	5,737	–	–	0.01%	525
2022 Q2	$136K	Hold	5,737	–	–	0.01%	510
2022 Q1	$158K	Hold	5,737	–	–	0.01%	495
2021 Q4	$168K	Hold	5,737	–	–	0.01%	487
2021 Q3	$166K	Hold	5,737	–	–	0.01%	481
2021 Q2	$173K	Hold	5,737	–	–	0.01%	470
2021 Q1	$166K	Hold	5,737	–	–	0.01%	464
2020 Q4	$159K	Sell	5,737 -1,012	-15%	-$26.2K	0.01%	453
2020 Q3	$162K	Hold	6,749	–	–	0.01%	446
2020 Q2	$153K	Hold	6,749	–	–	0.01%	430
2020 Q1	$133K	Buy	6,749 +1,008	+18%	+$23.8K	0.01%	432
2019 Q4	$148K	Buy	5,741 +3,921	+215%	+$98.1K	0.01%	427
2019 Q3	$44K	Sell	1,820 -1	-0.1%	-$24	﹤0.01%	617
2019 Q2	$45K	Hold	1,821	–	–	﹤0.01%	607
2019 Q1	$44K	Hold	1,821	–	–	﹤0.01%	604
2018 Q4	$40K	Hold	1,821	–	–	﹤0.01%	611
2018 Q3	$45K	Hold	1,821	–	–	﹤0.01%	623
2018 Q2	$45K	Hold	1,821	–	–	﹤0.01%	626
2018 Q1	$47K	Sell	1,821 -45	-2%	-$1.19K	﹤0.01%	617
2017 Q4	$49K	Hold	1,866	–	–	﹤0.01%	576
2017 Q3	$47K	Hold	1,866	–	–	﹤0.01%	550
2017 Q2	$44K	Hold	1,866	–	–	﹤0.01%	554
2017 Q1	$42K	Buy	1,866 +457	+32%	+$10.1K	﹤0.01%	554
2016 Q4	$30K	Hold	1,409	–	–	﹤0.01%	621
2016 Q3	$30K	Hold	1,409	–	–	﹤0.01%	609
2016 Q2	$29K	Buy	1,409 +668	+90%	+$13.8K	﹤0.01%	611
2016 Q1	$15K	Hold	741	–	–	﹤0.01%	721
2015 Q4	$15K	Hold	741	–	–	﹤0.01%	718
2015 Q3	$15K	Hold	741	–	–	﹤0.01%	729
2015 Q2	$17K	Hold	741	–	–	﹤0.01%	737
2015 Q1	$17K	Hold	741	–	–	﹤0.01%	737
2014 Q4	$17K	Hold	741	–	–	﹤0.01%	731
2014 Q3	$17K	Hold	741	–	–	﹤0.01%	725
2014 Q2	$18K	Buy	741 +411	+125%	+$10.1K	﹤0.01%	732
2014 Q1	$8K	Hold	330	–	–	﹤0.01%	842
2013 Q4	$8K	Hold	330	–	–	﹤0.01%	796
2013 Q3	$8K	Hold	330	–	–	﹤0.01%	782
2013 Q2	$7K	Buy	+330	New	+$7.27K	﹤0.01%	785

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WhitTier Trust Company's CWI Position: Q2 2026 in Review

WhitTier Trust Company reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 22% in Q2 2026, selling an estimated $39.2K and leaving 3,474 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

WhitTier Trust Company first reported a position in CWI in Q2 2013 and has held it in 53 quarters since. The position peaked at $209K in Q3 2025. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

WhitTier Trust Company held 3,474 shares of State Street SPDR MSCI ACWI ex-US ETF worth $139K as of Q2 2026.
WhitTier Trust Company sold 988 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $39.2K.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #558 holding.
WhitTier Trust Company first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's State Street SPDR MSCI ACWI ex-US ETF position peaked at $209K in Q3 2025.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.