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

Wipfli 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
2022 Q3	$70K	Buy	+3,289	New	+$77.4K	﹤0.01%	909

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wealth CMT Cherry Hill, New Jersey $66.2M AUM 8.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wipfli Financial Advisors's CWI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in State Street SPDR MSCI ACWI ex-US ETF (CWI) in Q3 2022: 3,289 shares worth $70K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

179 funds tracked by Wall St. Rank hold CWI as of Q3 2022.

Wipfli Financial Advisors held 3,289 shares of State Street SPDR MSCI ACWI ex-US ETF worth $70K as of Q3 2022.
State Street SPDR MSCI ACWI ex-US ETF was a new Wipfli Financial Advisors position in Q3 2022.
State Street SPDR MSCI ACWI ex-US ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #909 holding.
179 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.