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

Silicon Hills Wealth 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
2021 Q2	–	Sell	-8,726	Closed	-$252K	–	92
2021 Q1	$252K	Sell	8,726 -3,439	-28%	-$99.6K	0.23%	77
2020 Q4	$336K	Sell	12,165 -1,303	-10%	-$33.8K	0.3%	64
2020 Q3	$324K	Sell	13,468 -300	-2%	-$7.24K	0.33%	63
2020 Q2	$312K	Sell	13,768 -9,379	-41%	-$201K	0.37%	63
2020 Q1	$456K	Buy	23,147 +22,810	+6,769%	+$538K	0.6%	47
2019 Q4	$7.62K	Buy	+337	New	+$8.43K	5.84%	4

Other funds holding CWI

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Silicon Hills Wealth Management's CWI Position: Q2 2021 in Review

Silicon Hills Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2021, closing a stake of 8,726 shares — an estimated $252K sold.

Silicon Hills Wealth Management first reported a position in CWI in Q4 2019 and held it in 6 quarters. The position peaked at $456K in Q1 2020. 184 funds tracked by Wall St. Rank hold CWI as of Q2 2021.

Silicon Hills Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2021 after selling out during the quarter.
Silicon Hills Wealth Management sold 8,726 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2021, an estimated $252K.
Silicon Hills Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2019 and held it in 6 quarters.
Silicon Hills Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $456K in Q1 2020.
184 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.