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Henshaw Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Henshaw Capital’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
2021
Q4 		– Sell
-21,350
Closed -$619K – 331
2021
Q3 		$619K Hold
21,350
– – 0.04% 144
2021
Q2 		$645K Hold
21,350
– – 0.04% 146
2021
Q1 		$617K Hold
21,350
– – 0.04% 145
2020
Q4 		$590K Sell
21,350
-3,750
-15% -$97.2K 0.04% 140
2020
Q3 		$604K Hold
25,100
– – 0.05% 134
2020
Q2 		$569K Hold
25,100
– – 0.05% 134
2020
Q1 		$495K Buy
+25,100
New +$592K 0.05% 133

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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Henshaw Capital's CWI Position: Q4 2021 in Review

Henshaw Capital sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2021, closing a stake of 21,350 shares — an estimated $619K sold.

Henshaw Capital first reported a position in CWI in Q1 2020 and held it in 7 quarters. The position peaked at $645K in Q2 2021. 209 funds tracked by Wall St. Rank hold CWI as of Q4 2021.

  • Henshaw Capital reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Henshaw Capital sold 21,350 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2021, an estimated $619K.
  • Henshaw Capital first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2020 and held it in 7 quarters.
  • Henshaw Capital's State Street SPDR MSCI ACWI ex-US ETF position peaked at $645K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2021.

Based on Henshaw Capital's 13F filing for Q4 2021, filed 28 May 2026.