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International Assets Investment Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

International Assets Investment 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
2021
Q2 		– Sell
-1,739
Closed -$71K – 803
2021
Q1 		$71K Buy
1,739
+870
+100% +$25.2K 0.01% 833
2020
Q4 		$35K Buy
+869
New +$22.5K 0.01% 969

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

International Assets Investment Management's CWI Position: Q2 2021 in Review

International Assets Investment Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2021, closing a stake of 1,739 shares — an estimated $71K sold.

International Assets Investment Management first reported a position in CWI in Q4 2020 and held it in 2 quarters. The position peaked at $71K in Q1 2021. 184 funds tracked by Wall St. Rank hold CWI as of Q2 2021.

  • International Assets Investment Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • International Assets Investment Management sold 1,739 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2021, an estimated $71K.
  • International Assets Investment Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and held it in 2 quarters.
  • International Assets Investment Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $71K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.