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

Sanchez Wealth Management 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
2022 Q3	–	Sell	-78,638	Closed	-$1.87M	–	32
2022 Q2	$1.87M	Buy	78,638 +2,130	+3%	+$54.4K	0.93%	17
2022 Q1	$2.1M	Buy	76,508 +1,037	+1%	+$29.2K	0.89%	17
2021 Q4	$2.21M	Sell	75,471 -891	-1%	-$26.3K	0.93%	16
2021 Q3	$2.21M	Buy	76,362 +1,604	+2%	+$47.9K	0.99%	16
2021 Q2	$2.26M	Buy	74,758 +56,624	+312%	+$1.71M	1.03%	16
2021 Q1	$524K	Buy	+18,134	New	+$525K	0.27%	24

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

Sanchez Wealth Management Group's CWI Position: Q3 2022 in Review

Sanchez Wealth Management Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2022, closing a stake of 78,638 shares — an estimated $1.87M sold.

Sanchez Wealth Management Group first reported a position in CWI in Q1 2021 and held it in 6 quarters. The position peaked at $2.26M in Q2 2021. 179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

Sanchez Wealth Management Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2022 after selling out during the quarter.
Sanchez Wealth Management Group sold 78,638 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2022, an estimated $1.87M.
Sanchez Wealth Management Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and held it in 6 quarters.
Sanchez Wealth Management Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.26M 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 Sanchez Wealth Management Group's 13F filing for Q3 2022, filed 13 Oct 2022.