Goelzer Investment Management, Inc.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1550057
CARMEL, IN
Position in CWI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$254,849
+$3,230 QoQ
Shares Held
6,965
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $254,849 | 6,965 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $251,619 | 7,005 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $357,860 | 10,248 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $395,610 | 12,113 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $319,020 | 10,785 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||