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

Retirement Group’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
2019 Q4	$18K	Buy	+698	New	+$17.5K	0.01%	333

Other funds holding CWI

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

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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

SFA

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

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

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

Retirement Group's CWI Position: Q4 2019 in Review

Retirement Group opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2019: 698 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

183 funds tracked by Wall St. Rank hold CWI as of Q4 2019.

Retirement Group held 698 shares of State Street SPDR MSCI ACWI ex-US ETF worth $18K as of Q4 2019.
State Street SPDR MSCI ACWI ex-US ETF was a new Retirement Group position in Q4 2019.
State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Retirement Group's portfolio in Q4 2019, its #333 holding.
183 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2019.

Based on Retirement Group's 13F filing for Q4 2019, filed 30 Aug 2021.