IHT Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

IHT Wealth Management’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
2018 Q4	–	Sell	-15,053	Closed	-$375K	–	483
2018 Q3	$375K	Buy	15,053 +1,650	+12%	+$40.9K	0.08%	280
2018 Q2	$331K	Buy	13,403 +120	+0.9%	+$3.09K	0.08%	284
2018 Q1	$338K	Hold	13,283	–	–	0.09%	249
2017 Q4	$356K	Buy	13,283 +3,143	+31%	+$80.7K	0.09%	256
2017 Q3	$256K	Buy	10,140 +2,580	+34%	+$63.5K	0.11%	207
2017 Q2	$624	Buy	+7,560	New	+$178K	0.3%	82

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

IHT Wealth Management's CWI Position: Q4 2018 in Review

IHT Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2018, closing a stake of 15,053 shares — an estimated $375K sold.

IHT Wealth Management first reported a position in CWI in Q2 2017 and held it in 6 quarters. The position peaked at $375K in Q3 2018. 157 funds tracked by Wall St. Rank hold CWI as of Q4 2018.

IHT Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2018 after selling out during the quarter.
IHT Wealth Management sold 15,053 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2018, an estimated $375K.
IHT Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2017 and held it in 6 quarters.
IHT Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $375K in Q3 2018.
157 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2018.

Based on IHT Wealth Management's 13F filing for Q4 2018, filed 15 Feb 2019.