Farther Finance Advisors’s State Street 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
2026 Q1	$1.23M	Sell	33,123 -18,249	-36%	-$688K	0.01%	861
2025 Q4	$1.85M	Buy	51,372 +49,138	+2,200%	+$1.74M	0.02%	618
2025 Q3	$78K	Hold	2,234	–	–	﹤0.01%	2182
2025 Q2	$73K	Sell	2,234 -539	-19%	-$16.6K	﹤0.01%	1930
2025 Q1	$82.2K	Buy	2,773 +2,753	+13,765%	+$80.7K	﹤0.01%	1638
2024 Q4	$559	Hold	20	–	–	﹤0.01%	3422
2024 Q3	$609	Sell	20 -56	-74%	-$1.62K	﹤0.01%	3384
2024 Q2	$2.15K	Buy	76 +56	+280%	+$1.59K	﹤0.01%	2763
2024 Q1	$566	Sell	20 -2,609	-99%	-$71.1K	﹤0.01%	2983
2023 Q4	$71.1K	Buy	+2,629	New	+$66.9K	0.01%	910
2023 Q2	–	Sell	-1,906	Closed	-$49K	–	2516
2023 Q1	$49K	Hold	1,906	–	–	0.01%	607
2022 Q4	$45.9K	Buy	+1,906	New	+$44.3K	0.02%	513