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

Bedel Financial Consulting’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
2020 Q2	–	Sell	-1,574	Closed	-$31K	–	822
2020 Q1	$31K	Hold	1,574	–	–	0.02%	329
2019 Q4	$41K	Hold	1,574	–	–	0.02%	310
2019 Q3	$38K	Sell	1,574 -1	-0.1%	-$24	0.02%	312
2019 Q2	$38K	Buy	1,575 +25	+2%	+$605	0.02%	313
2019 Q1	$37K	Buy	1,550 +23	+2%	+$539	0.02%	309
2018 Q4	$33K	Hold	1,527	–	–	0.02%	299
2018 Q3	$36K	Hold	1,527	–	–	0.02%	307
2018 Q2	$38K	Buy	1,527 +18	+1%	+$464	0.03%	292
2018 Q1	$39K	Buy	+1,509	New	+$40K	0.03%	294

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

SFA

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

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

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

CCWA

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Bedel Financial Consulting's CWI Position: Q2 2020 in Review

Bedel Financial Consulting sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2020, closing a stake of 1,574 shares — an estimated $31K sold.

Bedel Financial Consulting first reported a position in CWI in Q1 2018 and held it in 9 quarters. The position peaked at $41K in Q4 2019. 148 funds tracked by Wall St. Rank hold CWI as of Q2 2020.

Bedel Financial Consulting reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2020 after selling out during the quarter.
Bedel Financial Consulting sold 1,574 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2020, an estimated $31K.
Bedel Financial Consulting first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2018 and held it in 9 quarters.
Bedel Financial Consulting's State Street SPDR MSCI ACWI ex-US ETF position peaked at $41K in Q4 2019.
148 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.