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Oxler Private Wealth’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-500
Closed -$47.8K – 133
2022
Q3 		$47.8K Buy
+500
New +$11.8K 0.03% 208

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
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Oxler Private Wealth's CWI Position: Q4 2022 in Review

Oxler Private Wealth sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2022, closing a stake of 500 shares — an estimated $47.8K sold.

Oxler Private Wealth first reported a position in CWI in Q3 2022 and held it in 1 quarter. The position peaked at $47.8K in Q3 2022. 193 funds tracked by Wall St. Rank hold CWI as of Q4 2022.

  • Oxler Private Wealth reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 500 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2022, an estimated $47.8K.
  • Oxler Private Wealth first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's State Street SPDR MSCI ACWI ex-US ETF position peaked at $47.8K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.