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Next Financial Group’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Next Financial Group’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 		$25K Buy
840
+14
+2% +$413 ﹤0.01% 1781
2021
Q3 		$24K Buy
826
+66
+9% +$1.97K ﹤0.01% 1726
2021
Q2 		$23K Buy
760
+7
+0.9% +$211 ﹤0.01% 1689
2021
Q1 		$22K Sell
753
-35
-4% -$1.01K ﹤0.01% 1598
2020
Q4 		$22K Buy
788
+9
+1% +$233 ﹤0.01% 1503
2020
Q3 		$19K Buy
+779
New +$18.8K ﹤0.01% 1420
2020
Q2 		– Sell
-728
Closed -$14K – 864
2020
Q1 		$14K Buy
728
+223
+44% +$5.26K ﹤0.01% 1394
2019
Q4 		$13K Hold
505
– – ﹤0.01% 1668
2019
Q3 		$12K Sell
505
-1
-0.2% -$24 ﹤0.01% 1636
2019
Q2 		$12K Sell
506
-469
-48% -$11.4K ﹤0.01% 1624
2019
Q1 		$24K Buy
975
+645
+195% +$15.1K 0.01% 914
2018
Q4 		$7K Sell
330
-900
-73% -$20.7K ﹤0.01% 1438
2018
Q3 		$31K Buy
+1,230
New +$30.5K 0.01% 653
2017
Q3 		– Sell
-54
Closed -$1K – 1780
2017
Q2 		$1K Hold
54
– – ﹤0.01% 1824
2017
Q1 		$1K Sell
54
-60
-53% -$1.33K ﹤0.01% 1789
2016
Q4 		$2K Hold
114
– – ﹤0.01% 2149
2016
Q3 		$2K Buy
114
+60
+111% +$1.27K ﹤0.01% 2137
2016
Q2 		$1K Hold
54
– – ﹤0.01% 1651
2016
Q1 		$1K Hold
54
– – ﹤0.01% 1616
2015
Q4 		$1K Hold
54
– – ﹤0.01% 1665
2015
Q3 		$1K Buy
+54
New +$1.18K ﹤0.01% 1694
2014
Q4 		– Sell
-494
Closed -$12K – 1969
2014
Q3 		$12K Buy
+494
New +$12.1K ﹤0.01% 1666

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's CWI Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.7% in Q4 2021, buying an estimated $413 and bringing the position to 840 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Next Financial Group first reported a position in CWI in Q3 2014 and has held it in 22 quarters since. The position peaked at $31K in Q3 2018. 209 funds tracked by Wall St. Rank hold CWI as of Q4 2021.

  • Next Financial Group held 840 shares of State Street SPDR MSCI ACWI ex-US ETF worth $25K as of Q4 2021.
  • Next Financial Group bought 14 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2021, an estimated $413.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1781 holding.
  • Next Financial Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2014 and has held it in 22 quarters since.
  • Next Financial Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $31K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.