Forvis Mazars Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Sell |
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|
2025
Q1 | $21M | Sell |
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|
2024
Q4 | $21.6M | Sell |
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|
2024
Q3 | $24.1M | Buy |
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|
2024
Q2 | $22.1M | Buy |
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|
2024
Q1 | $22.2M | Buy |
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|
2023
Q4 | $21.1M | Sell |
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|
2023
Q3 | $19.9M | Sell |
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|
2023
Q2 | $21.3M | Sell |
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|
2023
Q1 | $21.4M | Sell |
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|
2022
Q4 | $26.7M | Buy |
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|
2022
Q3 | $5.11M | Buy |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $3.08M | Sell |
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|
2021
Q2 | $3.48M | Sell |
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|
2021
Q1 | $3.51M | Sell |
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|
2020
Q4 | $3.45M | Sell |
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|
2020
Q3 | $3.03M | Sell |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $3.81M | Sell |
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|
2019
Q4 | $9.41M | Sell |
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|
2019
Q3 | $14.5M | Sell |
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|
2019
Q2 | $14.8M | Sell |
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|
2019
Q1 | $15M | Sell |
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|
2018
Q4 | $14.2M | Buy |
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|
2018
Q3 | $14.1M | Buy |
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|
2018
Q2 | $12.8M | Buy |
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|
2018
Q1 | $13.1M | Buy |
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|
2017
Q4 | $12.7M | Buy |
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|
2017
Q3 | $11.6M | Buy |
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|
2017
Q2 | $10.4M | Buy |
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|
2017
Q1 | $9.32M | Buy |
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|
2016
Q4 | $8M | Buy |
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|
2016
Q3 | $7.73M | Buy |
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|
2016
Q2 | $7.15M | Buy |
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|
2016
Q1 | $7.13M | Buy |
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|
2015
Q4 | $4.48M | Buy |
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|
2015
Q3 | $810K | Sell |
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|
2015
Q2 | $953K | Sell |
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|
2015
Q1 | $962K | Buy |
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|
2014
Q4 | $909K | Buy |
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|
2014
Q3 | $949K | Buy |
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|
2014
Q2 | $1M | Sell |
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|
2014
Q1 | $986K | Hold |
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|
2013
Q4 | $984K | Hold |
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|
2013
Q3 | $946K | Buy |
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