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

Foundations Investment 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
2024
Q3 		– Sell
-31,985
Closed -$905K – 820
2024
Q2 		$905K Buy
+31,985
New +$906K 0.02% 355

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Foundations Investment Advisors's CWI Position: Q3 2024 in Review

Foundations Investment Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2024, closing a stake of 31,985 shares — an estimated $905K sold.

Foundations Investment Advisors first reported a position in CWI in Q2 2024 and held it in 1 quarter. The position peaked at $905K in Q2 2024. 208 funds tracked by Wall St. Rank hold CWI as of Q3 2024.

  • Foundations Investment Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 31,985 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2024, an estimated $905K.
  • Foundations Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $905K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.