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

Alpha Financial 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
2024
Q4 		– Sell
-7,652
Closed -$233K – 50
2024
Q3 		$233K Sell
7,652
-516
-6% -$15K 0.1% 41
2024
Q2 		$231K Sell
8,168
-833
-9% -$23.6K 0.11% 38
2024
Q1 		$256K Sell
9,001
-1,412
-14% -$38.5K 0.12% 37
2023
Q4 		$282K Hold
10,413
– – 0.14% 32
2023
Q3 		$259K Hold
10,413
– – 0.16% 32
2023
Q2 		$272K Hold
10,413
– – 0.17% 32
2023
Q1 		$268K Sell
10,413
-370
-3% -$9.4K 0.19% 35
2022
Q4 		$259K Buy
+10,783
New +$251K 0.23% 33

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Alpha Financial Advisors's CWI Position: Q4 2024 in Review

Alpha Financial Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2024, closing a stake of 7,652 shares — an estimated $233K sold.

Alpha Financial Advisors first reported a position in CWI in Q4 2022 and held it in 8 quarters. The position peaked at $282K in Q4 2023. 223 funds tracked by Wall St. Rank hold CWI as of Q4 2024.

  • Alpha Financial Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Advisors sold 7,652 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2024, an estimated $233K.
  • Alpha Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and held it in 8 quarters.
  • Alpha Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $282K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2024.

Based on Alpha Financial Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.