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Clear Perspective Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Clear Perspective 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
Q4 		$432K Buy
14,750
+2,500
+20% +$73.8K 0.13% 110
2021
Q3 		$355K Hold
12,250
– – 0.12% 114
2021
Q2 		$370K Buy
+12,250
New +$369K 0.13% 113

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
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 $67.7B AUM 51.91% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's CWI Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 20% in Q4 2021, buying an estimated $73.8K and bringing the position to 14,750 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #110.

Clear Perspective Advisors first reported a position in CWI in Q2 2021 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold CWI as of Q4 2021.

  • Clear Perspective Advisors held 14,750 shares of State Street SPDR MSCI ACWI ex-US ETF worth $432K as of Q4 2021.
  • Clear Perspective Advisors bought 2,500 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2021, an estimated $73.8K.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.13% of Clear Perspective Advisors's portfolio in Q4 2021, its #110 holding.
  • Clear Perspective Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.