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NVWM LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

NVWM LLC’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
2024
Q4 		– Sell
-131
Closed -$3.99K – 667
2024
Q3 		$3.99K Buy
+131
New +$3.8K ﹤0.01% 331

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

NVWM LLC's CWI Position: Q4 2024 in Review

NVWM LLC sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2024, closing a stake of 131 shares — an estimated $3.99K sold.

NVWM LLC first reported a position in CWI in Q3 2024 and held it in 1 quarter. The position peaked at $3.99K in Q3 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q4 2024.

  • NVWM LLC reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • NVWM LLC sold 131 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2024, an estimated $3.99K.
  • NVWM LLC first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2024 and held it in 1 quarter.
  • NVWM LLC's State Street SPDR MSCI ACWI ex-US ETF position peaked at $3.99K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2024.

Based on NVWM LLC's 13F filing for Q4 2024, filed 27 Jan 2025.