Beacon Pointe Advisors’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
2024
Q2
Sell
2024
Q1
$1.12M Hold
2023
Q4
$1.06M Hold
2023
Q3
$978K Buy
2023
Q1
Sell
2022
Q4
$946K Buy
2022
Q3
$823K Hold
2022
Q2
$923K Hold
2022
Q1
$1.07M Buy
2021
Q4
Sell
2021
Q3
$1.13M Buy