CWP
CWI icon

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

Concord Wealth 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
2022
Q2 		– Sell
-130
Closed -$4K – 1258
2022
Q1 		$4K Buy
+130
New +$3.65K ﹤0.01% 949
2021
Q2 		– Sell
-3,158
Closed -$91K – 1057
2021
Q1 		$91K Hold
3,158
– – 0.03% 230
2020
Q4 		$87K Buy
+3,158
New +$81.9K 0.07% 145

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Concord Wealth Partners's CWI Position: Q2 2022 in Review

Concord Wealth Partners sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 130 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in CWI in Q4 2020 and held it in 3 quarters. The position peaked at $91K in Q1 2021. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Concord Wealth Partners reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 130 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and held it in 3 quarters.
  • Concord Wealth Partners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $91K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.