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

Reby 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
2020 Q4	$37.2M	Buy	+1,344,405	New	+$34.9M	9.74%	5

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Reby Advisors's CWI Position: Q4 2020 in Review

Reby Advisors opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2020: 1,344,405 shares worth $37.2M. The stake represents 9.74% of the portfolio and ranks #5 among its holdings.

174 funds tracked by Wall St. Rank hold CWI as of Q4 2020.

Reby Advisors held 1,344,405 shares of State Street SPDR MSCI ACWI ex-US ETF worth $37.2M as of Q4 2020.
State Street SPDR MSCI ACWI ex-US ETF was a new Reby Advisors position in Q4 2020.
State Street SPDR MSCI ACWI ex-US ETF made up 9.74% of Reby Advisors's portfolio in Q4 2020, its #5 holding.
174 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.