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Hirtle Callaghan & Co’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Hirtle Callaghan & Co’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
Q1 		– Sell
-7,712
Closed -$209K – 98
2023
Q4 		$209K Buy
+7,712
New +$196K 0.01% 93

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Hirtle Callaghan & Co's CWI Position: Q1 2024 in Review

Hirtle Callaghan & Co sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2024, closing a stake of 7,712 shares — an estimated $209K sold.

Hirtle Callaghan & Co first reported a position in CWI in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 206 funds tracked by Wall St. Rank hold CWI as of Q1 2024.

  • Hirtle Callaghan & Co reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 7,712 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2024, an estimated $209K.
  • Hirtle Callaghan & Co first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and held it in 1 quarter.
  • Hirtle Callaghan & Co's State Street SPDR MSCI ACWI ex-US ETF position peaked at $209K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2024, filed 10 May 2024.