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MBA Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

MBA Advisors’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
Q2 		– Sell
-7,591
Closed -$209K – 132
2022
Q1 		$209K Sell
7,591
-4,640
-38% -$130K 0.13% 139
2021
Q4 		$358K Sell
12,231
-1,800
-13% -$53.1K 0.22% 103
2021
Q3 		$406K Buy
14,031
+1,669
+14% +$49.8K 0.3% 83
2021
Q2 		$373 Buy
+12,362
New +$372K 0.17% 92

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
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
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

MBA Advisors's CWI Position: Q2 2022 in Review

MBA Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 7,591 shares — an estimated $209K sold.

MBA Advisors first reported a position in CWI in Q2 2021 and held it in 4 quarters. The position peaked at $406K in Q3 2021. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • MBA Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • MBA Advisors sold 7,591 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $209K.
  • MBA Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2021 and held it in 4 quarters.
  • MBA Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $406K in Q3 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on MBA Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.