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

Avior Wealth Management’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
2022 Q1	–	Sell	-1,785	Closed	-$52K	–	1121
2021 Q4	$52K	Hold	1,785	–	–	﹤0.01%	585
2021 Q3	$51K	Hold	1,785	–	–	﹤0.01%	559
2021 Q2	$53K	Hold	1,785	–	–	0.01%	527
2021 Q1	$51K	Hold	1,785	–	–	0.01%	521
2020 Q4	$49K	Hold	1,785	–	–	0.01%	494
2020 Q3	$42K	Hold	1,785	–	–	0.01%	513
2020 Q2	$40K	Hold	1,785	–	–	0.01%	503
2020 Q1	$35K	Buy	+1,785	New	+$42.1K	0.01%	476

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Avior Wealth Management's CWI Position: Q1 2022 in Review

Avior Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2022, closing a stake of 1,785 shares — an estimated $52K sold.

Avior Wealth Management first reported a position in CWI in Q1 2020 and held it in 8 quarters. The position peaked at $53K in Q2 2021. 205 funds tracked by Wall St. Rank hold CWI as of Q1 2022.

Avior Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2022 after selling out during the quarter.
Avior Wealth Management sold 1,785 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2022, an estimated $52K.
Avior Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2020 and held it in 8 quarters.
Avior Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $53K in Q2 2021.
205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2022.

Based on Avior Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.