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Ameritas Investment Company’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-1,113
Closed -$32.2K – 1018
2021
Q1 		$32.2K Buy
+1,113
New +$32.2K ﹤0.01% 1103
2020
Q2 		– Sell
-1,039
Closed -$20K – 563
2020
Q1 		$20K Buy
+1,039
New +$24.5K ﹤0.01% 997
2019
Q1 		– Sell
-239
Closed -$5K – 1135
2018
Q4 		$5K Buy
+239
New +$5.5K ﹤0.01% 1205

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameritas Investment Company's CWI Position: Q2 2021 in Review

Ameritas Investment Company sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2021, closing a stake of 1,113 shares — an estimated $32.2K sold.

Ameritas Investment Company first reported a position in CWI in Q4 2018 and held it in 3 quarters. The position peaked at $32.2K in Q1 2021. 184 funds tracked by Wall St. Rank hold CWI as of Q2 2021.

  • Ameritas Investment Company reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 1,113 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2021, an estimated $32.2K.
  • Ameritas Investment Company first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 3 quarters.
  • Ameritas Investment Company's State Street SPDR MSCI ACWI ex-US ETF position peaked at $32.2K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.