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

TimeScale Financial’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	–	Sell	-675	Closed	-$16K	–	441
2020 Q3	$16K	Buy	+675	New	+$16.3K	﹤0.01%	245
2019 Q4	–	Sell	-750	Closed	-$18K	–	516
2019 Q3	$18K	Hold	750	–	–	0.01%	292
2019 Q2	$18K	Buy	+750	New	+$18.2K	0.01%	297

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 $299B AUM 28.69% 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

TimeScale Financial's CWI Position: Q4 2020 in Review

TimeScale Financial sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q4 2020, closing a stake of 675 shares — an estimated $16K sold.

TimeScale Financial first reported a position in CWI in Q2 2019 and held it in 3 quarters. The position peaked at $18K in Q3 2019. 174 funds tracked by Wall St. Rank hold CWI as of Q4 2020.

TimeScale Financial reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q4 2020 after selling out during the quarter.
TimeScale Financial sold 675 State Street SPDR MSCI ACWI ex-US ETF shares in Q4 2020, an estimated $16K.
TimeScale Financial first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q2 2019 and held it in 3 quarters.
TimeScale Financial's State Street SPDR MSCI ACWI ex-US ETF position peaked at $18K in Q3 2019.
174 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q4 2020.

Based on TimeScale Financial's 13F filing for Q4 2020, filed 28 Jan 2021.