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

Liberty 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
2021 Q4	–	Sell	-738	Closed	-$21K	–	369
2021 Q3	$21K	Hold	738	–	–	0.01%	629
2021 Q2	$22K	Hold	738	–	–	0.01%	486
2021 Q1	$20K	Hold	738	–	–	0.01%	458
2020 Q4	$20K	Sell	738 -621	-46%	-$16.1K	0.01%	455
2020 Q3	$33K	Buy	1,359 +621	+84%	+$15K	0.02%	309
2020 Q2	$17K	Hold	738	–	–	0.01%	401
2020 Q1	$15K	Hold	738	–	–	0.01%	402
2019 Q4	$19K	Hold	738	–	–	0.02%	418
2019 Q3	$18K	Hold	738	–	–	0.02%	408
2019 Q2	$18K	Hold	738	–	–	0.02%	424
2019 Q1	$17K	Hold	738	–	–	0.01%	367
2018 Q4	$16K	Buy	+738	New	+$17K	0.01%	359

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

HCM

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Liberty Wealth Management's CWI Position: Q4 2021 in Review

Liberty Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2021, closing a stake of 738 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in CWI in Q4 2018 and held it in 12 quarters. The position peaked at $33K in Q3 2020. 209 funds tracked by Wall St. Rank hold CWI as of Q4 2021.

Liberty Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 738 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2021, an estimated $21K.
Liberty Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $33K in Q3 2020.
209 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.