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Relaxing Retirement Coach’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Relaxing Retirement Coach’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
-7,608
Closed -$209K – 59
2022
Q1 		$209K Hold
7,608
– – 0.11% 54
2021
Q4 		$223K Hold
7,608
– – 0.13% 51
2021
Q3 		$220K Hold
7,608
– – 0.18% 45
2021
Q2 		$230K Hold
7,608
– – 0.2% 44
2021
Q1 		$220K Hold
7,608
– – 0.25% 43
2020
Q4 		$210K Sell
7,608
-8,606
-53% -$223K 0.23% 44
2020
Q3 		$390K Buy
+16,214
New +$391K 0.17% 47
2020
Q2 		– Sell
-16,854
Closed -$332K – 44
2020
Q1 		$332K Sell
16,854
-114
-0.7% -$2.69K 0.2% 44
2019
Q4 		$437K Hold
16,968
– – 0.13% 45
2019
Q3 		$408K Sell
16,968
-2
-0% -$48 0.13% 45
2019
Q2 		$416K Hold
16,970
– – 0.13% 44
2019
Q1 		$409K Hold
16,970
– – 0.13% 44
2018
Q4 		$370K Sell
16,970
-6,111
-26% -$141K 0.13% 44
2018
Q3 		$576K Sell
23,081
-508
-2% -$12.6K 0.17% 41
2018
Q2 		$583K Hold
23,589
– – 0.18% 40
2018
Q1 		$611K Hold
23,589
– – 0.19% 39
2017
Q4 		$613K Buy
+23,589
New +$606K 0.2% 41

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

Relaxing Retirement Coach's CWI Position: Q2 2022 in Review

Relaxing Retirement Coach sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 7,608 shares — an estimated $209K sold.

Relaxing Retirement Coach first reported a position in CWI in Q4 2017 and held it in 17 quarters. The position peaked at $613K in Q4 2017. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Relaxing Retirement Coach reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Relaxing Retirement Coach sold 7,608 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $209K.
  • Relaxing Retirement Coach first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2017 and held it in 17 quarters.
  • Relaxing Retirement Coach's State Street SPDR MSCI ACWI ex-US ETF position peaked at $613K 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 Relaxing Retirement Coach's 13F filing for Q2 2022, filed 13 Jul 2022.