PCWA
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Pacific Capital Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Pacific Capital Wealth 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
2024
Q1 		– Sell
-23
Closed -$622 – 522
2023
Q4 		$622 Buy
+23
New +$586 ﹤0.01% 310

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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

Pacific Capital Wealth Advisors's CWI Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2024, closing a stake of 23 shares — an estimated $622 sold.

Pacific Capital Wealth Advisors first reported a position in CWI in Q4 2023 and held it in 1 quarter. The position peaked at $622 in Q4 2023. 206 funds tracked by Wall St. Rank hold CWI as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 23 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2024, an estimated $622.
  • Pacific Capital Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $622 in Q4 2023.
  • 206 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.