FMWA
Forvis Mazars Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Sell |
706,444
-5,164
| -0.7% | -$169K | 0.5% | 31 |
|
|
2025
Q1 | $21M | Sell |
711,608
-62,355
| -8% | -$1.84M | 0.5% | 32 |
|
|
2024
Q4 | $21.6M | Sell |
773,963
-17,214
| -2% | -$481K | 0.5% | 36 |
|
|
2024
Q3 | $24.1M | Buy |
791,177
+9,325
| +1% | +$284K | 0.55% | 31 |
|
|
2024
Q2 | $22.1M | Buy |
781,852
+758
| +0.1% | +$21.5K | 0.55% | 33 |
|
|
2024
Q1 | $22.2M | Buy |
781,094
+1,600
| +0.2% | +$45.4K | 0.56% | 33 |
|
|
2023
Q4 | $21.1M | Sell |
779,494
-21,961
| -3% | -$594K | 0.59% | 33 |
|
|
2023
Q3 | $19.9M | Sell |
801,455
-13,541
| -2% | -$337K | 0.6% | 31 |
|
|
2023
Q2 | $21.3M | Sell |
814,996
-16,397
| -2% | -$428K | 0.62% | 30 |
|
|
2023
Q1 | $21.4M | Sell |
831,393
-278,452
| -25% | -$7.16M | 0.7% | 27 |
|
|
2022
Q4 | $26.7M | Buy |
1,109,845
+869,022
| +361% | +$20.9M | 0.93% | 20 |
|
|
2022
Q3 | $5.11M | Buy |
240,823
+112,870
| +88% | +$2.39M | 0.21% | 72 |
|
|
2022
Q2 | $3.04M | Buy |
127,953
+27,775
| +28% | +$661K | 0.12% | 97 |
|
|
2022
Q1 | $2.76M | Sell |
100,178
-4,045
| -4% | -$111K | 0.12% | 92 |
|
|
2021
Q4 | $3.06M | Sell |
104,223
-2,227
| -2% | -$65.3K | 0.13% | 82 |
|
|
2021
Q3 | $3.08M | Sell |
106,450
-8,669
| -8% | -$251K | 0.14% | 74 |
|
|
2021
Q2 | $3.48M | Sell |
115,119
-6,197
| -5% | -$187K | 0.16% | 65 |
|
|
2021
Q1 | $3.51M | Sell |
121,316
-3,535
| -3% | -$102K | 0.17% | 62 |
|
|
2020
Q4 | $3.45M | Sell |
124,851
-955
| -0.8% | -$26.4K | 0.17% | 64 |
|
|
2020
Q3 | $3.03M | Sell |
125,806
-7,158
| -5% | -$172K | 0.18% | 61 |
|
|
2020
Q2 | $3.01M | Sell |
132,964
-60,513
| -31% | -$1.37M | 0.2% | 56 |
|
|
2020
Q1 | $3.82M | Sell |
193,477
-171,784
| -47% | -$3.39M | 0.31% | 43 |
|
|
2019
Q4 | $9.41M | Sell |
365,261
-238,639
| -40% | -$6.15M | 0.68% | 19 |
|
|
2019
Q3 | $14.5M | Buy |
603,900
+200,507
| +50% | +$4.82M | 1.16% | 11 |
|
|
2019
Q2 | $14.8M | Sell |
403,393
-11,608
| -3% | -$426K | 1.2% | 12 |
|
|
2019
Q1 | $15M | Sell |
415,001
-17,468
| -4% | -$633K | 1.25% | 10 |
|
|
2018
Q4 | $14.2M | Buy |
432,469
+54,144
| +14% | +$1.77M | 1.45% | 9 |
|
|
2018
Q3 | $14.1M | Buy |
378,325
+31,883
| +9% | +$1.19M | 1.24% | 10 |
|
|
2018
Q2 | $12.8M | Buy |
346,442
+9,522
| +3% | +$352K | 1.25% | 9 |
|
|
2018
Q1 | $13.1M | Buy |
336,920
+12,470
| +4% | +$484K | 1.31% | 9 |
|
|
2017
Q4 | $12.7M | Buy |
324,450
+18,393
| +6% | +$717K | 1.27% | 9 |
|
|
2017
Q3 | $11.6M | Buy |
306,057
+13,804
| +5% | +$522K | 1.27% | 9 |
|
|
2017
Q2 | $10.4M | Buy |
292,253
+18,966
| +7% | +$676K | 1.18% | 10 |
|
|
2017
Q1 | $9.32M | Buy |
273,287
+19,330
| +8% | +$659K | 1.14% | 12 |
|
|
2016
Q4 | $8M | Buy |
253,957
+15,992
| +7% | +$504K | 1.05% | 13 |
|
|
2016
Q3 | $7.73M | Buy |
237,965
+3,086
| +1% | +$100K | 1.08% | 14 |
|
|
2016
Q2 | $7.15M | Buy |
234,879
+3,394
| +1% | +$103K | 1.06% | 15 |
|
|
2016
Q1 | $7.13M | Buy |
231,485
+86,079
| +59% | +$2.65M | 1.14% | 16 |
|
|
2015
Q4 | $4.48M | Buy |
145,406
+118,753
| +446% | +$3.66M | 0.67% | 21 |
|
|
2015
Q3 | $810K | Sell |
26,653
-1,046
| -4% | -$31.8K | 0.14% | 75 |
|
|
2015
Q2 | $953K | Sell |
27,699
-65
| -0.2% | -$2.24K | 0.14% | 78 |
|
|
2015
Q1 | $962K | Buy |
27,764
+586
| +2% | +$20.3K | 0.14% | 81 |
|
|
2014
Q4 | $909K | Buy |
27,178
+120
| +0.4% | +$4.01K | 0.15% | 76 |
|
|
2014
Q3 | $949K | Buy |
27,058
+14
| +0.1% | +$491 | 0.16% | 71 |
|
|
2014
Q2 | $1M | Sell |
27,044
-570
| -2% | -$21.1K | 0.17% | 68 |
|
|
2014
Q1 | $986K | Hold |
27,614
| – | – | 0.17% | 79 |
|
|
2013
Q4 | $984K | Hold |
27,614
| – | – | 0.18% | 76 |
|
|
2013
Q3 | $946K | Buy |
+27,614
| New | +$946K | 0.19% | 76 |
|