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PRW Wealth Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

PRW Wealth Management’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
2023
Q3 		– Sell
-13,792
Closed -$368K – 112
2023
Q2 		$368K Sell
13,792
-5,008
-27% -$130K 0.13% 44
2023
Q1 		$493K Sell
18,800
-3,100
-14% -$78.8K 0.19% 52
2022
Q4 		$527K Buy
+21,900
New +$509K 0.23% 30

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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PRW Wealth Management's CWI Position: Q3 2023 in Review

PRW Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2023, closing a stake of 13,792 shares — an estimated $368K sold.

PRW Wealth Management first reported a position in CWI in Q4 2022 and held it in 3 quarters. The position peaked at $527K in Q4 2022. 199 funds tracked by Wall St. Rank hold CWI as of Q3 2023.

  • PRW Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • PRW Wealth Management sold 13,792 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2023, an estimated $368K.
  • PRW Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2022 and held it in 3 quarters.
  • PRW Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $527K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.