Balasa Dinverno & Foltz’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Balasa Dinverno & Foltz’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	$779K	Sell
2022 Q2	$874K	Sell
2022 Q1	$1.03M	Sell
2021 Q4	$1.19M	Sell
2021 Q3	$1.36M	Sell
2021 Q2	$1.63M	Sell
2021 Q1	$1.59M	Sell
2020 Q4	$1.64M	Buy
2020 Q3	$1.37M	Sell
2020 Q2	$1.36M	Sell
2020 Q1	$1.3M	Buy
2019 Q4	$1.58M	Sell
2019 Q3	$1.48M	Sell
2019 Q2	$1.55M	Sell
2019 Q1	$1.62M	Sell
2018 Q4	$2.33M	Buy
2018 Q3	$1.76M	Sell
2018 Q2	$1.92M	Buy
2018 Q1	$1.94M	Sell
2017 Q4	$2.02M	Sell
2017 Q3	$2.02M	Sell
2017 Q2	$1.95M	Buy
2017 Q1	$1.82M	Sell
2016 Q4	$3.3M	Buy
2016 Q3	$1.87M	Sell
2016 Q2	$1.81M	Sell
2016 Q1	$1.95M	Sell
2015 Q4	$2.28M	Sell
2015 Q3	$2.38M	Sell
2015 Q2	$2.73M	Sell
2015 Q1	$2.8M	Sell
2014 Q4	$3.35M	Sell
2014 Q3	$3.7M	Sell
2014 Q2	$8.02M	Buy
2014 Q1	$7.55M	Buy
2013 Q4	$7.21M	Buy
2013 Q3	$6.64M	Buy
2013 Q2	$6.01M	Buy