Ritter Daniher Financial Advisory’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Ritter Daniher Financial Advisory’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 Q3	–	Sell	-348	Closed	-$8K	–	248
2022 Q2	$8K	Hold	348	–	–	0.01%	179
2022 Q1	$10K	Hold	348	–	–	0.01%	173
2021 Q4	$10K	Hold	348	–	–	0.01%	164
2021 Q3	$10K	Hold	348	–	–	0.01%	158
2021 Q2	$11K	Hold	348	–	–	0.01%	150
2021 Q1	$10K	Hold	348	–	–	0.01%	145
2020 Q4	$10K	Buy	+348	New	+$9.02K	0.01%	141

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

HCM

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

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

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

Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

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

Ritter Daniher Financial Advisory's CWI Position: Q3 2022 in Review

Ritter Daniher Financial Advisory sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2022, closing a stake of 348 shares — an estimated $8K sold.

Ritter Daniher Financial Advisory first reported a position in CWI in Q4 2020 and held it in 7 quarters. The position peaked at $11K in Q2 2021. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

Ritter Daniher Financial Advisory reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2022 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 348 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2022, an estimated $8K.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and held it in 7 quarters.
Ritter Daniher Financial Advisory's State Street SPDR MSCI ACWI ex-US ETF position peaked at $11K in Q2 2021.
179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2022, filed 9 Nov 2022.