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Brady Martz Wealth Solutions’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Brady Martz Wealth Solutions’s Portfolio CWI Stock Details CWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.1M Buy
186,640
+484
+0.3% +$15.8K 1.18% 25
2025
Q1 		$5.51M Buy
186,156
+1,506
+0.8% +$44.5K 1.25% 23
2024
Q4 		$5.1M Buy
+184,650
New +$5.1M 1.23% 19