Financial Engines Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
60,594
+56
| +0.1% | +$1.83K | ﹤0.01% | 219 |
|
|
2025
Q1 | $1.79M | Sell |
60,538
-1,710
| -3% | -$50.6K | ﹤0.01% | 199 |
|
|
2024
Q4 | $1.74M | Sell |
62,248
-1,353
| -2% | -$37.8K | ﹤0.01% | 209 |
|
|
2024
Q3 | $1.94M | Sell |
63,601
-570
| -0.9% | -$17.4K | ﹤0.01% | 184 |
|
|
2024
Q2 | $1.82M | Sell |
64,171
-1,220
| -2% | -$34.5K | ﹤0.01% | 178 |
|
|
2024
Q1 | $1.86M | Sell |
65,391
-1,268
| -2% | -$36K | ﹤0.01% | 163 |
|
|
2023
Q4 | $1.8M | Sell |
66,659
-3,400
| -5% | -$91.9K | ﹤0.01% | 151 |
|
|
2023
Q3 | $1.74M | Sell |
70,059
-295
| -0.4% | -$7.34K | ﹤0.01% | 135 |
|
|
2023
Q2 | $1.84M | Sell |
70,354
-4,644
| -6% | -$121K | ﹤0.01% | 141 |
|
|
2023
Q1 | $1.93M | Sell |
74,998
-6,045
| -7% | -$156K | 0.01% | 138 |
|
|
2022
Q4 | $1.95M | Buy |
81,043
+63,185
| +354% | +$1.52M | 0.01% | 128 |
|
|
2022
Q3 | $378K | Sell |
17,858
-78,291
| -81% | -$1.66M | ﹤0.01% | 221 |
|
|
2022
Q2 | $2.29M | Sell |
96,149
-7,857
| -8% | -$187K | 0.01% | 113 |
|
|
2022
Q1 | $2.86M | Sell |
104,006
-1,526
| -1% | -$42K | 0.01% | 102 |
|
|
2021
Q4 | $3.09M | Buy |
105,532
+78,358
| +288% | +$2.3M | 0.01% | 78 |
|
|
2021
Q3 | $787K | Sell |
27,174
-86,390
| -76% | -$2.5M | ﹤0.01% | 127 |
|
|
2021
Q2 | $3.43M | Sell |
113,564
-7,997
| -7% | -$242K | 0.01% | 66 |
|
|
2021
Q1 | $3.51M | Sell |
121,561
-7,652
| -6% | -$221K | 0.01% | 77 |
|
|
2020
Q4 | $3.57M | Sell |
129,213
-17,317
| -12% | -$479K | 0.01% | 77 |
|
|
2020
Q3 | $3.52M | Sell |
146,530
-32,051
| -18% | -$771K | 0.01% | 76 |
|
|
2020
Q2 | $4.05M | Buy |
+178,581
| New | +$4.05M | 0.02% | 69 |
|