EWM
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Executive Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Executive Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,464
Closed -$211K – 218
2023
Q3 		$211K Buy
8,464
+48
+0.6% +$1.2K 0.02% 190
2023
Q2 		$220K Sell
8,416
-1,763
-17% -$46.1K 0.02% 188
2023
Q1 		$262K Buy
+10,179
New +$262K 0.03% 164