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

Optimum 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
2021
Q1 		– Sell
-41
Closed -$1K – 923
2020
Q4 		$1K Hold
41
– – ﹤0.01% 851
2020
Q3 		$1K Hold
41
– – ﹤0.01% 843
2020
Q2 		$1K Hold
41
– – ﹤0.01% 840
2020
Q1 		$1K Buy
+41
New +$967 ﹤0.01% 833

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $299B AUM 28.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Optimum Investment Advisors's CWI Position: Q1 2021 in Review

Optimum Investment Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2021, closing a stake of 41 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in CWI in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 185 funds tracked by Wall St. Rank hold CWI as of Q1 2021.

  • Optimum Investment Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 41 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2021, an estimated $1K.
  • Optimum Investment Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2020 and held it in 4 quarters.
  • Optimum Investment Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.