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Prospera Financial Services’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Prospera Financial Services’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
-725
Closed -$20K – 1816
2022
Q1 		$20K Buy
+725
New +$20.4K ﹤0.01% 1730
2020
Q4 		– Sell
-2,436
Closed -$59K – 855
2020
Q3 		$59K Buy
+2,436
New +$58.7K 0.02% 558

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 $1.29B 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 $3.64B AUM 14.73% 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 $299B AUM 28.69% 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

Prospera Financial Services's CWI Position: Q2 2022 in Review

Prospera Financial Services sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 725 shares — an estimated $20K sold.

Prospera Financial Services first reported a position in CWI in Q3 2020 and held it in 2 quarters. The position peaked at $59K in Q3 2020. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Prospera Financial Services reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 725 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $20K.
  • Prospera Financial Services first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's State Street SPDR MSCI ACWI ex-US ETF position peaked at $59K in Q3 2020.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.