Cornerstone 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
$498K Buy
2025
Q2
$438K Buy
2025
Q1
$396K Sell
2024
Q4
$384K Buy
2024
Q3
$408K Hold
2024
Q2
$380K Sell
2024
Q1
$438K Sell
2023
Q4
$436K Buy
2023
Q3
$287K Hold
2023
Q2
$301K Buy
2023
Q1
$272K Buy
2021
Q4
Sell
2021
Q3
$203K Sell
2021
Q2
$259K Sell
2021
Q1
$284K Buy