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

Summit Wealth Group’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
Q3 		– Sell
-40
Closed -$1K – 88
2021
Q2 		$1K Hold
40
– – ﹤0.01% 182
2021
Q1 		$1K Buy
+40
New +$1.16K ﹤0.01% 162

Other funds holding CWI

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCA
Cobblestone Capital Advisors Rochester, New York $2.08B AUM 17.27% 1-Year Est. Return

Summit Wealth Group's CWI Position: Q3 2021 in Review

Summit Wealth Group sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2021, closing a stake of 40 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in CWI in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 191 funds tracked by Wall St. Rank hold CWI as of Q3 2021.

  • Summit Wealth Group reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 40 State Street SPDR MSCI ACWI ex-US ETF shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's State Street SPDR MSCI ACWI ex-US ETF position peaked at $1K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.