Chesley Taft & Associates’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 | $1.21M | Buy |
|
|||||
|
2025
Q2 | $625K | Buy |
|
|||||
|
2025
Q1 | $514K | Buy |
|
|||||
|
2024
Q4 | $397K | Buy |
|
|||||
|
2024
Q3 | $396K | Hold |
|
|||||
|
2024
Q2 | $369K | Sell |
|
|||||
|
2024
Q1 | $468K | Hold |
|
|||||
|
2023
Q4 | $446K | Buy |
|
|||||
|
2023
Q3 | $324K | Hold |
|
|||||
|
2023
Q2 | $340K | Hold |
|
|||||
|
2023
Q1 | $335K | Hold |
|
|||||
|
2022
Q4 | $313K | Hold |
|
|||||
|
2022
Q3 | $276K | Sell |
|
|||||
|
2022
Q2 | $357K | Hold |
|
|||||
|
2022
Q1 | $403K | Hold |
|
|||||
|
2021
Q4 | $440K | Hold |
|
|||||
|
2021
Q3 | $435K | Hold |
|
|||||
|
2021
Q2 | $454K | Hold |
|
|||||
|
2021
Q1 | $445K | Hold |
|
|||||
|
2020
Q4 | $415K | Hold |
|
|||||
|
2020
Q3 | $361K | Hold |
|
|||||
|
2020
Q2 | $340K | Hold |
|
|||||
|
2020
Q1 | $296K | Sell |
|
|||||
|
2019
Q4 | $452K | Hold |
|
|||||
|
2019
Q3 | $421K | Buy |
|