Bristlecone 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
2025
Q2
Sell
2025
Q1
$630K Hold
2024
Q4
$595K Hold
2024
Q3
$648K Sell
2024
Q2
$756K Hold
2024
Q1
$758K Hold
2023
Q4
$722K Hold
2023
Q3
$665K Hold
2023
Q2
$698K Hold
2023
Q1
$687K Hold
2022
Q4
$642K Hold
2022
Q3
$566K Hold
2022
Q2
$635K Buy