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Howe & Rusling’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-1,800
Closed -$38K – 493
2022
Q3 		$38K Hold
1,800
– – 0.01% 341
2022
Q2 		$43K Hold
1,800
– – 0.01% 327
2022
Q1 		$50K Hold
1,800
– – 0.01% 316
2021
Q4 		$53K Hold
1,800
– – 0.01% 315
2021
Q3 		$52K Hold
1,800
– – 0.01% 300
2021
Q2 		$54K Hold
1,800
– – 0.01% 293
2021
Q1 		$52K Hold
1,800
– – 0.01% 292
2020
Q4 		$50K Hold
1,800
– – 0.01% 276
2020
Q3 		$43K Hold
1,800
– – 0.01% 278
2020
Q2 		$41K Hold
1,800
– – 0.01% 274
2020
Q1 		$35K Hold
1,800
– – 0.01% 287
2019
Q4 		$46K Hold
1,800
– – 0.01% 297
2019
Q3 		$43K Hold
1,800
– – 0.01% 312
2019
Q2 		$44K Hold
1,800
– – 0.01% 305
2019
Q1 		$43K Hold
1,800
– – 0.01% 298
2018
Q4 		$39K Hold
1,800
– – 0.01% 281
2018
Q3 		$45K Hold
1,800
– – 0.01% 280
2018
Q2 		$44K Hold
1,800
– – 0.01% 267
2018
Q1 		$47K Hold
1,800
– – 0.01% 282
2017
Q4 		$47K Hold
1,800
– – 0.01% 301
2017
Q3 		$45K Hold
1,800
– – 0.01% 313
2017
Q2 		$43K Hold
1,800
– – 0.01% 284
2017
Q1 		$41K Hold
1,800
– – 0.01% 278
2016
Q4 		$38K Hold
1,800
– – 0.01% 291
2016
Q3 		$39K Hold
1,800
– – 0.01% 284
2016
Q2 		$37K Hold
1,800
– – 0.01% 266
2016
Q1 		$37K Sell
1,800
-6,434
-78% -$125K 0.01% 308
2015
Q4 		$169K Buy
8,234
+5,402
+191% +$115K 0.04% 157
2015
Q3 		$57K Buy
2,832
+33
+1% +$720 0.01% 255
2015
Q2 		$64K Hold
2,799
– – 0.01% 275
2015
Q1 		$65K Buy
2,799
+33
+1% +$751 0.01% 253
2014
Q4 		$62K Hold
2,766
– – 0.01% 255
2014
Q3 		$65K Buy
2,766
+49
+2% +$1.2K 0.02% 261
2014
Q2 		$67K Hold
2,717
– – 0.02% 270
2014
Q1 		$65K Buy
2,717
+32
+1% +$745 0.02% 283
2013
Q4 		$64K Hold
2,685
– – 0.02% 268
2013
Q3 		$62K Buy
2,685
+46
+2% +$1.01K 0.02% 279
2013
Q2 		$55K Buy
+2,639
New +$58.2K 0.02% 317

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Howe & Rusling's CWI Position: Q4 2022 in Review

Howe & Rusling sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2022, closing a stake of 1,800 shares — an estimated $38K sold.

Howe & Rusling first reported a position in CWI in Q2 2013 and held it in 38 quarters. The position peaked at $169K in Q4 2015. 193 funds tracked by Wall St. Rank hold CWI as of Q4 2022.

  • Howe & Rusling reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,800 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2022, an estimated $38K.
  • Howe & Rusling first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2013 and held it in 38 quarters.
  • Howe & Rusling's State Street SPDR MSCI ACWI ex-US ETF position peaked at $169K in Q4 2015.
  • 193 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.