Capital Research Global Investors
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Capital Research Global Investors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Capital Research Global Investors’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
-16,864
Closed -$410K – 430
2022
Q4 		$410K Buy
16,864
+4,293
+34% +$99.9K ﹤0.01% 433
2022
Q3 		$268K Buy
12,571
+301
+2% +$7.08K ﹤0.01% 427
2022
Q2 		$293K Sell
12,270
-6,693
-35% -$171K ﹤0.01% 421
2022
Q1 		$530K Sell
18,963
-38,431
-67% -$1.08M ﹤0.01% 437
2021
Q4 		$1.69M Buy
57,394
+49,708
+647% +$1.47M ﹤0.01% 432
2021
Q3 		$223K Buy
+7,686
New +$230K ﹤0.01% 441
2020
Q4 		– Sell
-18,160
Closed -$436K – 411
2020
Q3 		$436K Buy
+18,160
New +$438K ﹤0.01% 401
2020
Q2 		– Sell
-32,558
Closed -$645K – 405
2020
Q1 		$645K Buy
+32,558
New +$768K ﹤0.01% 382

Other funds holding CWI

Bank of America
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
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
Jane Street
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
P
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Capital Research Global Investors's CWI Position: Q1 2023 in Review

Capital Research Global Investors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2023, closing a stake of 16,864 shares — an estimated $410K sold.

Capital Research Global Investors first reported a position in CWI in Q1 2020 and held it in 8 quarters. The position peaked at $1.69M in Q4 2021. 197 funds tracked by Wall St. Rank hold CWI as of Q1 2023.

  • Capital Research Global Investors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 16,864 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2023, an estimated $410K.
  • Capital Research Global Investors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2020 and held it in 8 quarters.
  • Capital Research Global Investors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1.69M in Q4 2021.
  • 197 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2023.

Based on Capital Research Global Investors's 13F filing for Q1 2023, filed 15 May 2023.