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

OneDigital Investment 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
2019 Q3	–	Sell	-300	Closed	-$7K	–	684
2019 Q2	$7K	Hold	300	–	–	﹤0.01%	999
2019 Q1	$7K	Hold	300	–	–	﹤0.01%	938
2018 Q4	$7K	Buy	+300	New	+$6.91K	﹤0.01%	902
2018 Q3	–	Sell	-300	Closed	-$7K	–	1067
2018 Q2	$7K	Sell	300 -807	-73%	-$20.8K	﹤0.01%	1110
2018 Q1	$29K	Hold	1,107	–	–	0.01%	667
2017 Q4	$29K	Buy	1,107 +9	+0.8%	+$231	﹤0.01%	665
2017 Q3	$28K	Hold	1,098	–	–	0.01%	529
2017 Q2	$26K	Buy	+1,098	New	+$25.8K	0.01%	661

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

OneDigital Investment Advisors's CWI Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2019, closing a stake of 300 shares — an estimated $7K sold.

OneDigital Investment Advisors first reported a position in CWI in Q2 2017 and held it in 8 quarters. The position peaked at $29K in Q1 2018. 164 funds tracked by Wall St. Rank hold CWI as of Q3 2019.

OneDigital Investment Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 300 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2019, an estimated $7K.
OneDigital Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $29K in Q1 2018.
164 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.