DB Wealth Management Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

DB Wealth Management Group’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 Q4	$487	Hold	18	–	–	﹤0.01%	361
2023 Q3	$448	Hold	18	–	–	﹤0.01%	360
2023 Q2	$470	Hold	18	–	–	﹤0.01%	354
2023 Q1	$463	Buy	18 +8	+80%	+$203	﹤0.01%	350
2022 Q4	$241	Buy	+10	New	+$233	﹤0.01%	349
2022 Q1	–	Sell	-38	Closed	-$1K	–	327
2021 Q4	$1K	Hold	38	–	–	﹤0.01%	345
2021 Q3	$1K	Buy	38 +33	+660%	+$986	﹤0.01%	337
2021 Q2	$0	Buy	+5	New	+$151	﹤0.01%	355

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

DB Wealth Management Group's CWI Position: Q4 2023 in Review

DB Wealth Management Group held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q4 2023 at 18 shares worth $487. The position accounts for ﹤0.01% of the portfolio, ranked #361.

DB Wealth Management Group first reported a position in CWI in Q2 2021 and has held it in 8 quarters since. The position peaked at $1K in Q4 2021. 205 funds tracked by Wall St. Rank hold CWI as of Q4 2023.

DB Wealth Management Group held 18 shares of State Street SPDR MSCI ACWI ex-US ETF worth $487 as of Q4 2023.
DB Wealth Management Group left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q4 2023.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #361 holding.
DB Wealth Management Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 8 quarters since.
DB Wealth Management Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1K in Q4 2021.
205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.