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

Windsor 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
2022
Q2 		– Sell
-7,735
Closed -$211K – 171
2022
Q1 		$211K Sell
7,735
-24
-0.3% -$675 0.04% 225
2021
Q4 		$229K Sell
7,759
-8
-0.1% -$236 0.04% 220
2021
Q3 		$226K Hold
7,767
– – 0.05% 210
2021
Q2 		$235K Hold
7,767
– – 0.05% 196
2021
Q1 		$225K Hold
7,767
– – 0.05% 188
2020
Q4 		$215K Sell
7,767
-2,367
-23% -$61.4K 0.05% 182
2020
Q3 		$247K Sell
10,134
-3,126
-24% -$75.4K 0.07% 171
2020
Q2 		$300K Sell
13,260
-9,290
-41% -$199K 0.1% 154
2020
Q1 		$445K Buy
22,550
+35
+0.2% +$825 0.18% 121
2019
Q4 		$580K Sell
22,515
-2,850
-11% -$71.3K 0.21% 106
2019
Q3 		$592K Buy
25,365
+2,394
+10% +$57.2K 0.26% 101
2019
Q2 		$565K Buy
22,971
+6,321
+38% +$153K 0.25% 101
2019
Q1 		$402K Buy
16,650
+5,550
+50% +$130K 0.23% 107
2018
Q4 		$242K Buy
+11,100
New +$256K 0.17% 120

Other funds holding CWI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WC
Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Windsor Wealth Management's CWI Position: Q2 2022 in Review

Windsor Wealth Management sold out of State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q2 2022, closing a stake of 7,735 shares — an estimated $211K sold.

Windsor Wealth Management first reported a position in CWI in Q4 2018 and held it in 14 quarters. The position peaked at $592K in Q3 2019. 201 funds tracked by Wall St. Rank hold CWI as of Q2 2022.

  • Windsor Wealth Management reported no remaining State Street SPDR MSCI ACWI ex-US ETF position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 7,735 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2022, an estimated $211K.
  • Windsor Wealth Management first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2018 and held it in 14 quarters.
  • Windsor Wealth Management's State Street SPDR MSCI ACWI ex-US ETF position peaked at $592K in Q3 2019.
  • 201 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.