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Mark Sheptoff Financial Planning’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Mark Sheptoff Financial Planning’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
-84
Closed -$2K – 395
2022
Q3 		$2K Hold
84
– – ﹤0.01% 324
2022
Q2 		$2K Hold
84
– – ﹤0.01% 335
2022
Q1 		$2K Hold
84
– – ﹤0.01% 378
2021
Q4 		$2K Hold
84
– – ﹤0.01% 406
2021
Q3 		$2K Hold
84
– – ﹤0.01% 363
2021
Q2 		$3K Hold
84
– – ﹤0.01% 380
2021
Q1 		$2K Hold
84
– – ﹤0.01% 345
2020
Q4 		$2K Hold
84
– – ﹤0.01% 325
2020
Q3 		$2K Hold
84
– – ﹤0.01% 296
2020
Q2 		$2K Hold
84
– – ﹤0.01% 323
2020
Q1 		$2K Buy
+84
New +$1.98K ﹤0.01% 308
2018
Q4 		– Sell
-785
Closed -$20K – 333
2018
Q3 		$20K Sell
785
-750
-49% -$18.6K 0.01% 237
2018
Q2 		$38K Hold
1,535
– – 0.03% 180
2018
Q1 		$40K Hold
1,535
– – 0.03% 176
2017
Q4 		$40K Hold
1,535
– – 0.03% 185
2017
Q3 		$39K Buy
+1,535
New +$37.8K 0.03% 188

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

Mark Sheptoff Financial Planning's CWI Position: Q4 2022 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2022, closing a stake of 84 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in CWI in Q3 2017 and held it in 16 quarters. The position peaked at $40K in Q1 2018. 193 funds tracked by Wall St. Rank hold CWI as of Q4 2022.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 84 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2022, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2017 and held it in 16 quarters.
  • Mark Sheptoff Financial Planning's State Street SPDR MSCI ACWI ex-US ETF position peaked at $40K in Q1 2018.
  • 193 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2022, filed 14 Feb 2023.