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Rockbridge Investment Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Rockbridge Investment Management’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
-1,286
Closed -$35.7K – 678
2022
Q1 		$35.7K Sell
1,286
-1,805
-58% -$50.7K 0.01% 343
2021
Q4 		$91K Hold
3,091
– – 0.01% 268
2021
Q3 		$90K Hold
3,091
– – 0.01% 247
2021
Q2 		$93K Hold
3,091
– – 0.02% 234
2021
Q1 		$89K Hold
3,091
– – 0.02% 222
2020
Q4 		$85K Hold
3,091
– – 0.02% 220
2020
Q3 		$74K Hold
3,091
– – 0.02% 223
2020
Q2 		$70K Buy
+3,091
New +$66.1K 0.02% 203

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

Rockbridge Investment Management's CWI Position: Q2 2022 in Review

Rockbridge Investment Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 1,286 shares — an estimated $35.7K sold.

Rockbridge Investment Management first reported a position in CWI in Q2 2020 and held it in 8 quarters. The position peaked at $93K in Q2 2021. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Rockbridge Investment Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,286 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $35.7K.
  • Rockbridge Investment Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $93K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.