BWA
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Burt Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Burt Wealth Advisors’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
Q1 		– Sell
-1,470
Closed -$41K – 146
2020
Q4 		$41K Hold
1,470
– – 0.01% 193
2020
Q3 		$35K Hold
1,470
– – 0.01% 199
2020
Q2 		$33K Sell
1,470
-425
-22% -$9.09K 0.01% 200
2020
Q1 		$37K Sell
1,895
-87
-4% -$2.05K 0.02% 186
2019
Q4 		$51K Hold
1,982
– – 0.02% 170
2019
Q3 		$48K Sell
1,982
-1
-0.1% -$24 0.02% 170
2019
Q2 		$48K Hold
1,983
– – 0.02% 172
2019
Q1 		$48K Hold
1,983
– – 0.02% 178
2018
Q4 		$43K Sell
1,983
-210
-10% -$4.84K 0.02% 182
2018
Q3 		$55K Hold
2,193
– – 0.03% 177
2018
Q2 		$54K Buy
2,193
+330
+18% +$8.5K 0.03% 171
2018
Q1 		$48K Buy
1,863
+187
+11% +$4.95K 0.02% 183
2017
Q4 		$44K Hold
1,676
– – 0.03% 191
2017
Q3 		$42K Hold
1,676
– – 0.03% 187
2017
Q2 		$39K Hold
1,676
– – 0.03% 208
2017
Q1 		$38K Sell
1,676
-40,597
-96% -$898K 0.03% 186
2016
Q4 		$887K Buy
42,273
+40,335
+2,081% +$852K 0.79% 20
2016
Q3 		$41K Hold
1,938
– – 0.04% 171
2016
Q2 		$39K Hold
1,938
– – 0.04% 171
2016
Q1 		$40K Sell
1,938
-60,408
-97% -$1.17M 0.04% 185
2015
Q4 		$1.28M Buy
62,346
+61,788
+11,073% +$1.32M 1.02% 15
2015
Q3 		$11K Hold
558
– – 0.01% 240
2015
Q2 		$13K Buy
558
+37
+7% +$889 0.01% 239
2015
Q1 		$12K Sell
521
-142,515
-100% -$3.24M 0.01% 225
2014
Q4 		$3.19M Buy
+143,036
New +$3.26M 3.39% 5

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

Burt Wealth Advisors's CWI Position: Q1 2021 in Review

Burt Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2021, closing a stake of 1,470 shares — an estimated $41K sold.

Burt Wealth Advisors first reported a position in CWI in Q4 2014 and held it in 25 quarters. The position peaked at $3.19M in Q4 2014. 185 funds tracked by Wall St. Rank hold CWI as of Q1 2021.

  • Burt Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 1,470 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2021, an estimated $41K.
  • Burt Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $3.19M in Q4 2014.
  • 185 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.