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

SVA 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
2020 Q4	$410K	Sell	14,844 -433	-3%	-$11.2K	0.04%	178
2020 Q3	$367K	Sell	15,277 -1,053	-6%	-$25.4K	0.04%	168
2020 Q2	$370K	Sell	16,330 -14,910	-48%	-$319K	0.04%	160
2020 Q1	$616K	Sell	31,240 -52,274	-63%	-$1.23M	0.07%	132
2019 Q4	$2.15M	Sell	83,514 -123	-0.1%	-$3.08K	0.2%	93
2019 Q3	$2.01M	Sell	83,637 -824	-1%	-$19.7K	0.2%	93
2019 Q2	$2.06M	Sell	84,461 -793	-0.9%	-$19.2K	0.2%	91
2019 Q1	$2.06M	Sell	85,254 -49,776	-37%	-$1.17M	0.2%	93
2018 Q4	$2.95M	Buy	135,030 +60,852	+82%	+$1.4M	0.33%	71
2018 Q3	$1.85M	Buy	74,178 +6,640	+10%	+$165K	0.19%	94
2018 Q2	$1.67M	Buy	+67,538	New	+$1.74M	0.18%	99

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

Reby Advisors Danbury, Connecticut $382M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

CCWA

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SVA Wealth Management's CWI Position: Q4 2020 in Review

SVA Wealth Management reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 2.8% in Q4 2020, selling an estimated $11.2K and leaving 14,844 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #178.

SVA Wealth Management first reported a position in CWI in Q2 2018 and has held it in 11 quarters since. The position peaked at $2.95M in Q4 2018. 174 funds tracked by Wall St. Rank hold CWI as of Q4 2020.

SVA Wealth Management held 14,844 shares of State Street SPDR MSCI ACWI ex-US ETF worth $410K as of Q4 2020.
SVA Wealth Management sold 433 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2020, an estimated $11.2K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #178 holding.
SVA Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2018 and has held it in 11 quarters since.
SVA Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $2.95M in Q4 2018.
174 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.