Bartlett & Co Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6K | Hold |
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|
2025
Q2 | $10.8K | Hold |
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|
2025
Q1 | $9.79K | Hold |
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|
2024
Q4 | $9.25K | Hold |
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|
2024
Q3 | $10.1K | Hold |
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|
2024
Q2 | $9.37K | Hold |
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|
2024
Q1 | $9.4K | Hold |
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|
2023
Q4 | $8.94K | Hold |
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|
2023
Q3 | $8.24K | Hold |
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|
2023
Q2 | $8.65K | Hold |
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|
2023
Q1 | $8.52K | Hold |
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|
2022
Q4 | $7.96K | Hold |
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|
2022
Q3 | $7.02K | Hold |
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|
2022
Q2 | $7.87K | Hold |
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|
2022
Q1 | $9.11K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9.59K | Hold |
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|
2021
Q2 | $10K | Hold |
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|
2021
Q1 | $9.57K | Hold |
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|
2020
Q4 | $9.15K | Hold |
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|
2020
Q3 | $7.96K | Hold |
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|
2020
Q2 | $7.5K | Hold |
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|
2020
Q1 | $6.53K | Sell |
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|
2019
Q4 | $11.6K | Hold |
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|
2019
Q3 | $10.8K | Buy |
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|
2019
Q2 | $8.1K | Buy |
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