Focus Partners Wealth’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 | $4.92M | Buy |
150,551
+550
| +0.4% | +$18K | 0.01% | 678 |
|
|
2025
Q1 | $4.44M | Sell |
150,001
-22,589
| -13% | -$668K | 0.01% | 657 |
|
|
2024
Q4 | $4.82M | Buy |
172,590
+6,447
| +4% | +$180K | 0.01% | 617 |
|
|
2024
Q3 | $5.06M | Sell |
166,143
-213
| -0.1% | -$6.48K | 0.02% | 555 |
|
|
2024
Q2 | $4.71M | Buy |
166,356
+1,426
| +0.9% | +$40.4K | 0.02% | 505 |
|
|
2024
Q1 | $4.68M | Sell |
164,930
-2,113
| -1% | -$60K | 0.04% | 332 |
|
|
2023
Q4 | $4.52M | Buy |
+167,043
| New | +$4.52M | 0.06% | 244 |
|