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

Capital World 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	-18,661	Closed	-$454K	–	521
2022 Q4	$454K	Buy	18,661 +5,099	+38%	+$119K	﹤0.01%	530
2022 Q3	$289K	Buy	13,562 +610	+5%	+$14.4K	﹤0.01%	543
2022 Q2	$310K	Sell	12,952 -9,495	-42%	-$242K	﹤0.01%	557
2022 Q1	$627K	Sell	22,447 -46,149	-67%	-$1.3M	﹤0.01%	569
2021 Q4	$2.01M	Buy	68,596 +59,903	+689%	+$1.77M	﹤0.01%	588
2021 Q3	$252K	Buy	+8,693	New	+$260K	﹤0.01%	609
2020 Q4	–	Sell	-21,459	Closed	-$515K	–	572
2020 Q3	$515K	Buy	+21,459	New	+$517K	﹤0.01%	552
2020 Q2	–	Sell	-32,064	Closed	-$635K	–	538
2020 Q1	$635K	Buy	+32,064	New	+$756K	﹤0.01%	498

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

Capital World Investors's CWI Position: Q1 2023 in Review

Capital World Investors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2023, closing a stake of 18,661 shares — an estimated $454K sold.

Capital World Investors first reported a position in CWI in Q1 2020 and held it in 8 quarters. The position peaked at $2.01M in Q4 2021. 197 funds tracked by Wall St. Rank hold CWI as of Q1 2023.

Capital World Investors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2023 after selling out during the quarter.
Capital World Investors sold 18,661 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2023, an estimated $454K.
Capital World Investors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2020 and held it in 8 quarters.
Capital World Investors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.01M 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 World Investors's 13F filing for Q1 2023, filed 15 May 2023.