BFEC
CWI icon

Benjamin F. Edwards & Company’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Benjamin F. Edwards & 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
2022
Q4 		– Sell
-4
Closed – – 1845
2022
Q3 		$0 Buy
+4
New +$94 ﹤0.01% 1828

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Benjamin F. Edwards & Company's CWI Position: Q4 2022 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2022, closing a stake of 4 shares.

Benjamin F. Edwards & Company first reported a position in CWI in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 193 funds tracked by Wall St. Rank hold CWI as of Q4 2022.

  • Benjamin F. Edwards & Company reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 4 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2022.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2022 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's State Street SPDR MSCI ACWI ex-US ETF position peaked at $0 in Q3 2022.
  • 193 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2022, filed 7 Feb 2023.