Moloney Securities Asset Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Moloney Securities Asset 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	-7,385	Closed	-$214K	–	447
2021 Q3	$214K	Sell	7,385 -3,750	-34%	-$112K	0.04%	384
2021 Q2	$336K	Hold	11,135	–	–	0.06%	301
2021 Q1	$322K	Sell	11,135 -404	-4%	-$11.7K	0.06%	297
2020 Q4	$319K	Buy	+11,539	New	+$299K	0.07%	268

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

Moloney Securities Asset Management's CWI Position: Q4 2021 in Review

Moloney Securities Asset Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2021, closing a stake of 7,385 shares — an estimated $214K sold.

Moloney Securities Asset Management first reported a position in CWI in Q4 2020 and held it in 4 quarters. The position peaked at $336K in Q2 2021. 209 funds tracked by Wall St. Rank hold CWI as of Q4 2021.

Moloney Securities Asset Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 7,385 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2021, an estimated $214K.
Moloney Securities Asset Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and held it in 4 quarters.
Moloney Securities Asset Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $336K in Q2 2021.
209 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2021.

Based on Moloney Securities Asset Management's 13F filing for Q4 2021, filed 28 Jan 2022.