Stratos Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Stratos Wealth Advisors’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 Q1	–	Sell	-6,956	Closed	-$204K	–	522
2021 Q4	$204K	Buy	6,956 +14	+0.2%	+$413	0.01%	533
2021 Q3	$201K	Hold	6,942	–	–	0.02%	491
2021 Q2	$210K	Sell	6,942 -1,110	-14%	-$33.4K	0.02%	511
2021 Q1	$233K	Sell	8,052 -420	-5%	-$12.2K	0.02%	441
2020 Q4	$234K	Sell	8,472 -9,962	-54%	-$258K	0.03%	357
2020 Q3	$443K	Buy	18,434 +2,126	+13%	+$51.3K	0.11%	197
2020 Q2	$370K	Buy	16,308 +763	+5%	+$16.3K	0.11%	177
2020 Q1	$307K	Sell	15,545 -679	-4%	-$16K	0.22%	108
2019 Q4	$418K	Sell	16,224 -2,360	-13%	-$59K	0.24%	94
2019 Q3	$447K	Sell	18,584 -4,333	-19%	-$104K	0.17%	130
2019 Q2	$560K	Buy	+22,917	New	+$555K	0.22%	98
2019 Q1	–	Sell	-12,531	Closed	-$274K	–	216
2018 Q4	$274K	Buy	+12,531	New	+$289K	0.18%	146

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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

CCWA

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

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

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

Stratos Wealth Advisors's CWI Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q1 2022, closing a stake of 6,956 shares — an estimated $204K sold.

Stratos Wealth Advisors first reported a position in CWI in Q4 2018 and held it in 12 quarters. The position peaked at $560K in Q2 2019. 205 funds tracked by Wall St. Rank hold CWI as of Q1 2022.

Stratos Wealth Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 6,956 State Street SPDR MSCI ACWI ex-US ETF shares in Q1 2022, an estimated $204K.
Stratos Wealth Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 12 quarters.
Stratos Wealth Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $560K in Q2 2019.
205 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.