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

Financial Life Planners’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
2025
Q1 		– Sell
-311
Closed -$8.68K – 158
2024
Q4 		$8.68K Buy
+311
New +$9.09K 0.01% 270

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Life Planners's CWI Position: Q1 2025 in Review

Financial Life Planners sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2025, closing a stake of 311 shares — an estimated $8.68K sold.

Financial Life Planners first reported a position in CWI in Q4 2024 and held it in 1 quarter. The position peaked at $8.68K in Q4 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q1 2025.

  • Financial Life Planners reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 311 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2025, an estimated $8.68K.
  • Financial Life Planners first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's State Street SPDR MSCI ACWI ex-US ETF position peaked at $8.68K in Q4 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.