Creative Planning’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 | $1.35M | Buy |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $950K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $43K | Buy |
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|
2017
Q1 | $40K | Buy |
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|
2016
Q4 | $17K | Buy |
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|
2016
Q3 | $17K | Sell |
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|
2016
Q2 | $36K | Buy |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $9K | Hold |
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|
2015
Q3 | $9K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $10K | Hold |
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|
2014
Q4 | $10K | Hold |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $10K | Hold |
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|
2013
Q2 | $9K | Buy |
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