AC
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Avestar Capital’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Avestar Capital’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
2026
Q1 		$343K Hold
9,363
– – 0.02% 416
2025
Q4 		$336K Hold
9,363
– – 0.02% 401
2025
Q3 		$327K Hold
9,363
– – 0.02% 400
2025
Q2 		$306K Buy
+9,363
New +$288K 0.02% 390
2025
Q1 		– Sell
-20,556
Closed -$574K – 500
2024
Q4 		$574K Hold
20,556
– – 0.05% 260
2024
Q3 		$626K Hold
20,556
– – 0.07% 227
2024
Q2 		$582K Hold
20,556
– – 0.06% 227
2024
Q1 		$584K Hold
20,556
– – 0.07% 219
2023
Q4 		$556K Buy
+20,556
New +$523K 0.07% 185

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MFG
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APP
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HighTower Advisors
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Jane Street
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GI
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HCM
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