Acorn Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-306	Closed	-$8K	–	584
2018 Q1	$8K	Hold	306	–	–	0.01%	542
2017 Q4	$8K	Buy	+306	New	+$7.86K	0.01%	526

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

HCM

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Acorn Wealth Advisors's CWI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2018, closing a stake of 306 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in CWI in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 142 funds tracked by Wall St. Rank hold CWI as of Q2 2018.

Acorn Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 306 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $8K in Q1 2018.
142 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.