Chesley Taft & Associates LLC

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 1164632 CHICAGO, IL

Position in CWI

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$3,165,765

+$865,413 QoQ

Shares Held

86,520

+35.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96% Shared 0% None 4%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,165,765	86,520	+35.1%	Shares	Sole	2026-04-13
2025-12-31	$2,300,352	64,041	+84.6%	Shares	Sole	2026-01-14
2025-09-30	$1,211,514	34,694	+81.3%	Shares	Sole	2025-10-08
2025-06-30	$624,851	19,132	+10.1%	Shares	Sole	2025-07-09
2025-03-31	$514,100	17,380	+22.3%	Shares	Sole	2025-04-10
2024-12-31	$397,139	14,214	+9.1%	Shares	Sole	2025-01-17
2024-09-30	$396,450	13,024	0.0%	Shares	Sole	2024-10-07
2024-06-30	$368,709	13,024	-21.0%	Shares	Sole	2024-07-19
2024-03-31	$468,145	16,484	0.0%	Shares	Sole	2024-04-16
2023-12-31	$445,727	16,484	+26.6%	Shares	Sole	2024-01-11
2023-09-30	$324,167	13,024	0.0%	Shares	Sole	2023-10-11
2023-06-30	$340,317	13,024	0.0%	Shares	Sole	2023-07-18
2023-03-31	$335,107	13,024	0.0%	Shares	Sole	2023-04-11
2022-12-31	$313,357	13,024	0.0%	Shares	Sole	2023-01-20
2022-09-30	$276,239	13,024	-13.3%	Shares	Sole	2022-10-13
2022-06-30	$357,270	15,024	0.0%	Shares	Sole	2022-07-07
2022-03-31	$413,460	15,024	0.0%	Shares	Sole	2022-04-14
2021-12-31	$440,353	15,024	0.0%	Shares	Sole	2022-01-05
2021-09-30	$435,245	15,024	0.0%	Shares	Sole	2021-10-05
2021-06-30	$453,724	15,024	0.0%	Shares	Sole	2021-07-07
2021-03-31	$434,343	15,024	0.0%	Shares	Sole	2021-04-06
2020-12-31	$415,413	15,024	0.0%	Shares	Sole	2021-01-11
2020-09-30	$361,327	15,024	0.0%	Shares	Sole	2020-10-08
2020-06-30	$340,443	15,024	0.0%	Shares	Sole	2020-07-08
2020-03-31	$296,273	15,024	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.