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

Heritage Wealth 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
2023
Q3 		– Sell
-210
Closed -$5.5K – 535
2023
Q2 		$5.5K Sell
210
-126
-38% -$3.27K ﹤0.01% 466
2023
Q1 		$8.64K Buy
+336
New +$8.54K ﹤0.01% 454

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Advisors's CWI Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2023, closing a stake of 210 shares — an estimated $5.5K sold.

Heritage Wealth Advisors first reported a position in CWI in Q1 2023 and held it in 2 quarters. The position peaked at $8.64K in Q1 2023. 199 funds tracked by Wall St. Rank hold CWI as of Q3 2023.

  • Heritage Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 210 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2023, an estimated $5.5K.
  • Heritage Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and held it in 2 quarters.
  • Heritage Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $8.64K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.