Security National Bank of Sioux City Iowa’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Security National Bank of Sioux City Iowa’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
2024 Q4	–	Sell	-12,977	Closed	-$395K	–	95
2024 Q3	$395K	Hold	12,977	–	–	0.24%	73
2024 Q2	$367K	Hold	12,977	–	–	0.26%	71
2024 Q1	$369K	Hold	12,977	–	–	0.26%	70
2023 Q4	$351K	Hold	12,977	–	–	0.26%	70
2023 Q3	$323K	Hold	12,977	–	–	0.25%	74
2023 Q2	$339K	Buy	+12,977	New	+$337K	0.26%	70
2022 Q4	$312K	Hold	12,977	–	–	0.24%	76
2022 Q3	$275K	Hold	12,977	–	–	0.24%	77
2022 Q2	$309K	Hold	12,977	–	–	0.26%	73
2022 Q1	$357K	Hold	12,977	–	–	0.27%	71
2021 Q4	$380K	Hold	12,977	–	–	0.26%	73
2021 Q3	$376K	Buy	+12,977	New	+$388K	0.29%	70
2021 Q2	–	Sell	-12,977	Closed	-$375K	–	101
2021 Q1	$375K	Buy	+12,977	New	+$376K	0.3%	72

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 $202B AUM 37.79% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Security National Bank of Sioux City Iowa's CWI Position: Q4 2024 in Review

Security National Bank of Sioux City Iowa sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2024, closing a stake of 12,977 shares — an estimated $395K sold.

Security National Bank of Sioux City Iowa first reported a position in CWI in Q1 2021 and held it in 13 quarters. The position peaked at $395K in Q3 2024. 223 funds tracked by Wall St. Rank hold CWI as of Q4 2024.

Security National Bank of Sioux City Iowa reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2024 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 12,977 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2024, an estimated $395K.
Security National Bank of Sioux City Iowa first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and held it in 13 quarters.
Security National Bank of Sioux City Iowa's State Street SPDR MSCI ACWI ex-US ETF position peaked at $395K in Q3 2024.
223 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2024.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2024, filed 14 Feb 2025.