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SPDR MSCI ACWI ex-US shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in SPDR MSCI ACWI ex-US

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All positions including SPDR MSCI ACWI ex-US held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR MSCI ACWI ex-US by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $779k 37k 21.20
2022-06-30 $874k 37k 23.78
2022-03-31 $1.0M 37k 27.51
2021-12-31 $1.2M 41k 29.32
2021-09-30 $1.4M 47k 28.97
2021-06-30 $1.6M 54k 30.20
2021-03-31 $1.6M 55k 28.90
2020-12-31 $1.6M 59k 27.65
2020-09-30 $1.4M 57k 24.05
2020-06-30 $1.4M 60k 22.66
2020-03-31 $1.3M 66k 19.71
2019-12-31 $1.6M 61k 25.76
2019-09-30 $1.5M 62k 24.03
2019-06-30 $1.6M 42k 36.68
2019-03-31 $1.6M 45k 36.21
2018-12-31 $2.3M 71k 32.74
2018-09-30 $1.8M 47k 37.37
2018-06-30 $1.9M 52k 37.02
2018-03-31 $1.9M 50k 38.84
2017-12-31 $2.0M 52k 38.99
2017-09-30 $2.0M 54k 37.83
2017-06-30 $1.9M 55k 35.66
2017-03-31 $1.8M 53k 34.10
2016-12-31 $3.3M 105k 31.49
2016-09-30 $1.9M 58k 32.48
2016-06-30 $1.8M 60k 30.44
2016-03-31 $1.9M 63k 30.81
2015-12-31 $2.3M 74k 30.80
2015-09-30 $2.4M 78k 30.41
2015-06-30 $2.7M 79k 34.42
2015-03-31 $2.8M 81k 34.64
2014-12-31 $3.4M 100k 33.46
2014-09-30 $3.7M 106k 35.08
2014-06-30 $8.0M 216k 37.10
2014-03-31 $7.5M 211k 35.81
2013-12-31 $7.2M 202k 35.63
2013-09-30 $6.6M 194k 34.25
2013-06-30 $6.0M 193k 31.24

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Honkamp Krueger Financial Services
Jane Street
HighTower Advisors
GLOBALT Investments LLC / GA
Huntington National Bank
Pitcairn Company
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
LPL Financial
Envestnet Asset Management
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Lodestar Private Asset Management

View all funds holding SPDR MSCI ACWI ex-US