Blackhawk Capital Partners’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Blackhawk Capital Partners’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
2023 Q1	–	Sell	-76,541	Closed	-$1.84M	–	87
2022 Q4	$1.84M	Buy	76,541 +39,803	+108%	+$926K	1.44%	25
2022 Q3	$779K	Sell	36,738 -32,760	-47%	-$771K	0.64%	57
2022 Q2	$1.65M	Sell	69,498 -15,503	-18%	-$396K	1.29%	29
2022 Q1	$2.34M	Buy	85,001 +34,928	+70%	+$982K	1.59%	17
2021 Q4	$1.47M	Buy	50,073 +693	+1%	+$20.5K	0.89%	45
2021 Q3	$1.43M	Buy	49,380 +4,042	+9%	+$121K	0.9%	40
2021 Q2	$1.31M	Sell	45,338 -85,186	-65%	-$2.57M	0.89%	45
2021 Q1	$3.61M	Buy	130,524 +87,810	+206%	+$2.54M	2.72%	7
2020 Q4	$1.03M	Buy	42,714 +1,500	+4%	+$38.9K	0.88%	41
2020 Q3	$934K	Buy	+41,214	New	+$994K	0.85%	39
2018 Q2	–	Sell	-51,284	Closed	-$1.33M	–	324
2018 Q1	$1.33M	Sell	51,284 -44,811	-47%	-$1.19M	1.13%	23
2017 Q4	$2.5M	Buy	+96,095	New	+$2.47M	2.16%	11

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

APP

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

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

CCWA

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

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

Blackhawk Capital Partners's CWI Position: Q1 2023 in Review

Blackhawk Capital Partners sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2023, closing a stake of 76,541 shares — an estimated $1.84M sold.

Blackhawk Capital Partners first reported a position in CWI in Q4 2017 and held it in 12 quarters. The position peaked at $3.61M in Q1 2021. 197 funds tracked by Wall St. Rank hold CWI as of Q1 2023.

Blackhawk Capital Partners reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2023 after selling out during the quarter.
Blackhawk Capital Partners sold 76,541 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2023, an estimated $1.84M.
Blackhawk Capital Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 12 quarters.
Blackhawk Capital Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $3.61M in Q1 2021.
197 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2023.

Based on Blackhawk Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.