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

Personal Capital 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
2022
Q4 		$410K Buy
+17,026
New +$396K ﹤0.01% 333

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $83.7B AUM 27.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $5.99B AUM 21.91% 1-Year Est. Return

Personal Capital Advisors's CWI Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2022: 17,026 shares worth $410K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings.

193 funds tracked by Wall St. Rank hold CWI as of Q4 2022.

  • Personal Capital Advisors held 17,026 shares of State Street SPDR MSCI ACWI ex-US ETF worth $410K as of Q4 2022.
  • State Street SPDR MSCI ACWI ex-US ETF was a new Personal Capital Advisors position in Q4 2022.
  • State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #333 holding.
  • 193 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.