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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 – 989
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 $1.37T 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
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 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 $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 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 $17.8B AUM 21.2% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return