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

Wealth Architects’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
2023
Q2 		– Sell
-7,863
Closed -$202K – 196
2023
Q1 		$202K Buy
+7,863
New +$200K 0.04% 176
2022
Q2 		– Sell
-7,846
Closed -$216K – 187
2022
Q1 		$216K Hold
7,846
– – 0.04% 182
2021
Q4 		$230K Buy
7,846
+4
+0.1% +$118 0.04% 171
2021
Q3 		$227K Hold
7,842
– – 0.04% 164
2021
Q2 		$237K Sell
7,842
-63
-0.8% -$1.9K 0.05% 159
2021
Q1 		$229K Hold
7,905
– – 0.05% 147
2020
Q4 		$219K Sell
7,905
-695
-8% -$18K 0.05% 144
2020
Q3 		$207K Buy
+8,600
New +$207K 0.06% 138
2020
Q1 		– Sell
-8,600
Closed -$222K – 133
2019
Q4 		$222K Sell
8,600
-3,262
-27% -$81.6K 0.06% 121
2019
Q3 		$285K Sell
11,862
-15
-0.1% -$359 0.09% 98
2019
Q2 		$290K Sell
11,877
-3
-0% -$73 0.09% 95
2019
Q1 		$287K Hold
11,880
– – 0.09% 94
2018
Q4 		$259K Hold
11,880
– – 0.09% 96
2018
Q3 		$296K Hold
11,880
– – 0.09% 100
2018
Q2 		$293K Hold
11,880
– – 0.09% 92
2018
Q1 		$308K Sell
11,880
-825
-6% -$21.8K 0.1% 83
2017
Q4 		$330K Sell
12,705
-2,183
-15% -$56.1K 0.11% 87
2017
Q3 		$375K Sell
14,888
-879
-6% -$21.6K 0.13% 79
2017
Q2 		$374K Hold
15,767
– – 0.14% 76
2017
Q1 		$359K Buy
15,767
+120
+0.8% +$2.65K 0.14% 76
2016
Q4 		$328K Hold
15,647
– – 0.15% 81
2016
Q3 		$338K Hold
15,647
– – 0.16% 78
2016
Q2 		$317K Hold
15,647
– – 0.15% 84
2016
Q1 		$321K Hold
15,647
– – 0.16% 83
2015
Q4 		$321K Hold
15,647
– – 0.16% 88
2015
Q3 		$317K Hold
15,647
– – 0.17% 86
2015
Q2 		$359K Hold
15,647
– – 0.19% 77
2015
Q1 		$361K Sell
15,647
-243
-2% -$5.53K 0.21% 64
2014
Q4 		$354K Buy
+15,890
New +$363K 0.21% 65

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Wealth Architects's CWI Position: Q2 2023 in Review

Wealth Architects sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2023, closing a stake of 7,863 shares — an estimated $202K sold.

Wealth Architects first reported a position in CWI in Q4 2014 and held it in 29 quarters. The position peaked at $375K in Q3 2017. 194 funds tracked by Wall St. Rank hold CWI as of Q2 2023.

  • Wealth Architects reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Architects sold 7,863 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2023, an estimated $202K.
  • Wealth Architects first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2014 and held it in 29 quarters.
  • Wealth Architects's State Street SPDR MSCI ACWI ex-US ETF position peaked at $375K in Q3 2017.
  • 194 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2023.

Based on Wealth Architects's 13F filing for Q2 2023, filed 2 Aug 2023.