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Plante Moran Financial Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-1,781
Closed -$49K – 987
2022
Q1 		$49K Hold
1,781
– – 0.01% 333
2021
Q4 		$52K Hold
1,781
– – 0.01% 351
2021
Q3 		$52K Hold
1,781
– – 0.01% 375
2021
Q2 		$54K Hold
1,781
– – 0.01% 350
2021
Q1 		$51K Buy
+1,781
New +$51.6K 0.01% 359
2018
Q1 		– Sell
-9,699
Closed -$252K – 962
2017
Q4 		$252K Buy
+9,699
New +$249K 0.14% 117

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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Plante Moran Financial Advisors's CWI Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 1,781 shares — an estimated $49K sold.

Plante Moran Financial Advisors first reported a position in CWI in Q4 2017 and held it in 6 quarters. The position peaked at $252K in Q4 2017. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Plante Moran Financial Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,781 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $49K.
  • Plante Moran Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 6 quarters.
  • Plante Moran Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $252K in Q4 2017.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.