EMFO LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

EMFO LLC’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
2024 Q2	$21.3K	Hold	754	–	–	0.02%	191
2024 Q1	$21.4K	Hold	754	–	–	0.02%	193
2023 Q4	$20.4K	Hold	754	–	–	0.02%	191
2023 Q3	$18.8K	Hold	754	–	–	0.02%	202
2023 Q2	$19.7K	Hold	754	–	–	0.02%	207
2023 Q1	$19.4K	Hold	754	–	–	0.02%	212
2022 Q4	$18.1K	Hold	754	–	–	0.02%	202
2022 Q3	$16K	Hold	754	–	–	0.02%	231
2022 Q2	$18K	Hold	754	–	–	0.02%	229
2022 Q1	$21K	Hold	754	–	–	0.02%	233
2021 Q4	$22K	Hold	754	–	–	0.02%	242
2021 Q3	$22K	Hold	754	–	–	0.02%	245
2021 Q2	$23K	Buy	+754	New	+$22.7K	0.02%	235

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

HCM

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

EMFO LLC's CWI Position: Q2 2024 in Review

EMFO LLC held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q2 2024 at 754 shares worth $21.3K. The position accounts for 0.02% of the portfolio, ranked #191.

EMFO LLC first reported a position in CWI in Q2 2021 and has held it in 13 quarters since. The position peaked at $23K in Q2 2021. 208 funds tracked by Wall St. Rank hold CWI as of Q2 2024.

EMFO LLC held 754 shares of State Street SPDR MSCI ACWI ex-US ETF worth $21.3K as of Q2 2024.
EMFO LLC left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q2 2024.
State Street SPDR MSCI ACWI ex-US ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #191 holding.
EMFO LLC first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's State Street SPDR MSCI ACWI ex-US ETF position peaked at $23K in Q2 2021.
208 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.