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

Financial Advisors’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
Q2 		– Sell
-10,634
Closed -$293K – 78
2022
Q1 		$293K Sell
10,634
-144
-1% -$4.05K 0.09% 65
2021
Q4 		$316K Buy
10,778
+76
+0.7% +$2.24K 0.1% 66
2021
Q3 		$310K Hold
10,702
– – 0.1% 62
2021
Q2 		$323K Buy
10,702
+93
+0.9% +$2.8K 0.11% 63
2021
Q1 		$307K Buy
10,609
+147
+1% +$4.26K 0.12% 62
2020
Q4 		$289K Sell
10,462
-3,129
-23% -$81.1K 0.13% 58
2020
Q3 		$327K Hold
13,591
– – 0.17% 48
2020
Q2 		$308K Sell
13,591
-5,889
-30% -$126K 0.17% 48
2020
Q1 		$384K Sell
19,480
-703
-3% -$16.6K 0.26% 34
2019
Q4 		$520K Buy
20,183
+244
+1% +$6.1K 0.29% 27
2019
Q3 		$479K Buy
19,939
+245
+1% +$5.86K 0.29% 29
2019
Q2 		$481K Buy
19,694
+506
+3% +$12.2K 0.31% 29
2019
Q1 		$463K Buy
19,188
+858
+5% +$20.1K 0.32% 30
2018
Q4 		$400K Buy
+18,330
New +$422K 0.33% 31

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
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
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
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Financial Advisors's CWI Position: Q2 2022 in Review

Financial Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 10,634 shares — an estimated $293K sold.

Financial Advisors first reported a position in CWI in Q4 2018 and held it in 14 quarters. The position peaked at $520K in Q4 2019. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Financial Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advisors sold 10,634 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $293K.
  • Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 14 quarters.
  • Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $520K in Q4 2019.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.