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

Goldstone Financial Group’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
Q2 		– Sell
-234,746
Closed -$6.04M – 164
2023
Q1 		$6.04M Buy
+234,746
New +$5.96M 1.99% 13

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Goldstone Financial Group's CWI Position: Q2 2023 in Review

Goldstone Financial Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2023, closing a stake of 234,746 shares — an estimated $6.04M sold.

Goldstone Financial Group first reported a position in CWI in Q1 2023 and held it in 1 quarter. The position peaked at $6.04M in Q1 2023. 194 funds tracked by Wall St. Rank hold CWI as of Q2 2023.

  • Goldstone Financial Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 234,746 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2023, an estimated $6.04M.
  • Goldstone Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and held it in 1 quarter.
  • Goldstone Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $6.04M in Q1 2023.
  • 194 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2023.

Based on Goldstone Financial Group's 13F filing for Q2 2023, filed 15 Jan 2025.