Creative Financial Designs’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-1,584	Closed	-$46K	–	1262
2021 Q4	$46K	Buy	1,584 +19	+1%	+$561	0.01%	584
2021 Q3	$45K	Hold	1,565	–	–	0.01%	640
2021 Q2	$47K	Buy	1,565 +6	+0.4%	+$181	0.01%	615
2021 Q1	$45K	Hold	1,559	–	–	0.01%	597
2020 Q4	$43K	Buy	1,559 +392	+34%	+$10.2K	0.01%	540
2020 Q3	$28K	Buy	1,167 +840	+257%	+$20.3K	0.01%	581
2020 Q2	$7K	Buy	+327	New	+$6.99K	﹤0.01%	812

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Financial Designs's CWI Position: Q1 2022 in Review

Creative Financial Designs sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2022, closing a stake of 1,584 shares — an estimated $46K sold.

Creative Financial Designs first reported a position in CWI in Q2 2020 and held it in 7 quarters. The position peaked at $47K in Q2 2021. 205 funds tracked by Wall St. Rank hold CWI as of Q1 2022.

Creative Financial Designs reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 1,584 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2022, an estimated $46K.
Creative Financial Designs first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's State Street SPDR MSCI ACWI ex-US ETF position peaked at $47K in Q2 2021.
205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.