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

River Wealth 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
2019 Q1	–	Sell	-72	Closed	-$2K	–	217
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	506
2018 Q3	$2K	Hold	72	–	–	﹤0.01%	536
2018 Q2	$2K	Buy	+72	New	+$1.85K	﹤0.01%	540

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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

HCM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

River Wealth Advisors's CWI Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2019, closing a stake of 72 shares — an estimated $2K sold.

River Wealth Advisors first reported a position in CWI in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 167 funds tracked by Wall St. Rank hold CWI as of Q1 2019.

River Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 72 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2019, an estimated $2K.
River Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2K in Q4 2018.
167 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.