CL
CWI icon

CVFG LLC’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

CVFG LLC’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.32M Buy
162,797
+8,366
+5% +$273K 4.22% 5
2025
Q1 		$4.57M Buy
154,431
+10,649
+7% +$315K 4.15% 5
2024
Q4 		$4.02M Buy
+143,782
New +$4.02M 3.66% 6