CWI SPDR MSCI Acwi Ex-US

Ownership history in Newman Dignan & Sheerar, Inc.  ·  37 quarters on record

AI Ownership Summary

Newman Dignan & Sheerar, Inc. reported SPDR MSCI Acwi Ex-US (CWI) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2023 Q4. The latest visible filing shows CWI at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newman Dignan & Sheerar, Inc.'s position in SPDR MSCI Acwi Ex-US, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CWI was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Newman Dignan & Sheerar, Inc. held CWI — position size vs. price
% of Fund (quarterly)    CWI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31,212 -146 -0.5% 0.24% $1.1M 2026-04-13 $38.82
2025 Q4 REDUCED 31,358 -737 -2.3% 0.23% $1.1M 2026-01-22 $37.42
2025 Q3 REDUCED 32,095 -1,610 -4.8% 0.24% $1.1M 2025-10-09 $34.58
2025 Q2 REDUCED 33,705 -2,185 -6.1% 0.25% $1.1M 2025-07-18 $32.02
2025 Q1 UNCHANGED 35,890 0% 0.26% $1.0M 2025-05-02 $29.97
2024 Q4 REDUCED 35,890 -619 -1.7% 0.26% $1.0M 2025-01-30 $28.24
2024 Q3 ADDED 36,509 +1,268 +3.6% 0.26% $1.1M 2024-11-12 $27.47
2024 Q2 ADDED 35,241 +732 +2.1% 0.26% $998K 2024-07-15 $27.93
2024 Q1 ADDED 34,509 +745 +2.2% 0.26% $980K 2024-04-29 $26.44
2023 Q4 ADDED 33,764 +1,417 +4.4% 0.28% $913K 2024-02-09 $25.38
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Newman Dignan & Sheerar, Inc. and CWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Newman Dignan & Sheerar, Inc. reported owning CWI?

Newman Dignan & Sheerar, Inc. reported CWI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CWI position in Newman Dignan & Sheerar, Inc.'s portfolio?

The largest reported portfolio weight for CWI was 0.28% in 2023 Q4.

What is the latest reported CWI position on this page?

The most recent filing on this page is 2026 Q1, when Newman Dignan & Sheerar, Inc. reported 31,212 shares, equal to 0.24% of portfolio, with an estimated market value of $1.1M.

What does the chart on this CWI ownership page compare?

The chart compares Newman Dignan & Sheerar, Inc.'s quarterly CWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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