EVM
CWI icon

Eaton Vance Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Eaton Vance Management’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
Q3 		$307K Hold
14,497
– – ﹤0.01% 1425
2022
Q2 		$345K Hold
14,497
– – ﹤0.01% 1441
2022
Q1 		$399K Buy
+14,497
New +$408K ﹤0.01% 1566

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Eaton Vance Management's CWI Position: Q3 2022 in Review

Eaton Vance Management held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2022 at 14,497 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Eaton Vance Management first reported a position in CWI in Q1 2022 and has held it in 3 quarters since. The position peaked at $399K in Q1 2022. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

  • Eaton Vance Management held 14,497 shares of State Street SPDR MSCI ACWI ex-US ETF worth $307K as of Q3 2022.
  • Eaton Vance Management left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2022.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1425 holding.
  • Eaton Vance Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2022 and has held it in 3 quarters since.
  • Eaton Vance Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $399K in Q1 2022.
  • 179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.