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

Voya Financial 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
2021
Q2 		– Sell
-7,738
Closed -$224K – 325
2021
Q1 		$224K Buy
+7,738
New +$224K 0.01% 610
2019
Q4 		– Sell
-23,524
Closed -$564K – 643
2019
Q3 		$564K Sell
23,524
-925
-4% -$22.1K 0.03% 364
2019
Q2 		$596K Sell
24,449
-549
-2% -$13.3K 0.03% 355
2019
Q1 		$600K Buy
24,998
+53
+0.2% +$1.24K 0.03% 327
2018
Q4 		$544K Sell
24,945
-15,077
-38% -$347K 0.04% 304
2018
Q3 		$1M Sell
40,022
-1,773
-4% -$44K 0.06% 238
2018
Q2 		$1.02M Sell
41,795
-3,702
-8% -$95.3K 0.07% 217
2018
Q1 		$1.17M Sell
45,497
-2,500
-5% -$66.2K 0.08% 207
2017
Q4 		$1.25M Sell
47,997
-324
-0.7% -$8.32K 0.08% 207
2017
Q3 		$1.21M Sell
48,321
-1,364
-3% -$33.5K 0.08% 204
2017
Q2 		$1.18M Sell
49,685
-85
-0.2% -$2K 0.08% 178
2017
Q1 		$1.14M Sell
49,770
-4,314
-8% -$95.4K 0.09% 173
2016
Q4 		$1.13M Sell
54,084
-35,645
-40% -$753K 0.1% 166
2016
Q3 		$1.93M Sell
89,729
-82,023
-48% -$1.74M 0.2% 99
2016
Q2 		$3.44M Buy
171,752
+17,205
+11% +$354K 0.4% 47
2016
Q1 		$3.19M Buy
154,547
+23,541
+18% +$457K 0.44% 44
2015
Q4 		$2.72M Buy
+131,006
New +$2.79M 0.4% 49

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $83.7B AUM 27.22% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Voya Financial Advisors's CWI Position: Q2 2021 in Review

Voya Financial Advisors sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2021, closing a stake of 7,738 shares — an estimated $224K sold.

Voya Financial Advisors first reported a position in CWI in Q4 2015 and held it in 17 quarters. The position peaked at $3.44M in Q2 2016. 184 funds tracked by Wall St. Rank hold CWI as of Q2 2021.

  • Voya Financial Advisors reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 7,738 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2021, an estimated $224K.
  • Voya Financial Advisors first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2015 and held it in 17 quarters.
  • Voya Financial Advisors's State Street SPDR MSCI ACWI ex-US ETF position peaked at $3.44M in Q2 2016.
  • 184 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.