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

Executive Wealth 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
2023
Q4 		– Sell
-8,464
Closed -$211K – 218
2023
Q3 		$211K Buy
8,464
+48
+0.6% +$1.24K 0.02% 190
2023
Q2 		$220K Sell
8,416
-1,763
-17% -$45.8K 0.02% 188
2023
Q1 		$262K Buy
+10,179
New +$259K 0.03% 164

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GI
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
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

Executive Wealth Management's CWI Position: Q4 2023 in Review

Executive Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2023, closing a stake of 8,464 shares — an estimated $211K sold.

Executive Wealth Management first reported a position in CWI in Q1 2023 and held it in 3 quarters. The position peaked at $262K in Q1 2023. 205 funds tracked by Wall St. Rank hold CWI as of Q4 2023.

  • Executive Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Executive Wealth Management sold 8,464 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2023, an estimated $211K.
  • Executive Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and held it in 3 quarters.
  • Executive Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $262K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2023.

Based on Executive Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.