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Simplicity Solutions’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Simplicity Solutions’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
2023
Q4 		$226K Hold
8,361
– – 0.01% 930
2023
Q3 		$208K Sell
8,361
-9,201
-52% -$238K 0.01% 896
2023
Q2 		$459K Buy
17,562
+9,201
+110% +$239K 0.01% 694
2023
Q1 		$215K Buy
+8,361
New +$212K 0.01% 987

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Simplicity Solutions's CWI Position: Q4 2023 in Review

Simplicity Solutions held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q4 2023 at 8,361 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #930.

Simplicity Solutions first reported a position in CWI in Q1 2023 and has held it in 4 quarters since. The position peaked at $459K in Q2 2023. 205 funds tracked by Wall St. Rank hold CWI as of Q4 2023.

  • Simplicity Solutions held 8,361 shares of State Street SPDR MSCI ACWI ex-US ETF worth $226K as of Q4 2023.
  • Simplicity Solutions left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q4 2023.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #930 holding.
  • Simplicity Solutions first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's State Street SPDR MSCI ACWI ex-US ETF position peaked at $459K in Q2 2023.
  • 205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.