FWA
FSM 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 | $320K | Buy |
9,865
+125
| +1% | +$4.05K | 0.05% | 210 |
|
|
2025
Q1 | $288K | Hold |
9,740
| – | – | 0.06% | 159 |
|
|
2024
Q4 | $273K | Buy |
9,740
+122
| +1% | +$3.43K | 0.07% | 144 |
|
|
2024
Q3 | $293K | Hold |
9,618
| – | – | 0.08% | 134 |
|
|
2024
Q2 | $272K | Buy |
9,618
+124
| +1% | +$3.51K | 0.09% | 124 |
|
|
2024
Q1 | $270K | Buy |
9,494
+51
| +0.5% | +$1.45K | 0.1% | 131 |
|
|
2023
Q4 | $255K | Buy |
9,443
+111
| +1% | +$3K | 0.11% | 125 |
|
|
2023
Q3 | $232K | Buy |
9,332
+220
| +2% | +$5.48K | 0.12% | 127 |
|
|
2023
Q2 | $237K | Buy |
9,112
+5
| +0.1% | +$130 | 0.12% | 137 |
|
|
2023
Q1 | $234K | Buy |
+9,107
| New | +$234K | 0.14% | 137 |
|