SFP
CWI icon

Sterling Financial Planning’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-411
Closed -$12K – 168
2021
Q3 		$12K Hold
411
– – 0.01% 301
2021
Q2 		$12K Buy
411
+4
+1% +$120 0.01% 288
2021
Q1 		$12K Hold
407
– – 0.01% 263
2020
Q4 		$11K Buy
+407
New +$10.6K 0.01% 252

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
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Planning's CWI Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2021, closing a stake of 411 shares — an estimated $12K sold.

Sterling Financial Planning first reported a position in CWI in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 209 funds tracked by Wall St. Rank hold CWI as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 411 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2021, an estimated $12K.
  • Sterling Financial Planning first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's State Street SPDR MSCI ACWI ex-US ETF position peaked at $12K in Q3 2021.
  • 209 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.