FSM 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
Q3
$344K Hold
2025
Q2
$320K Buy
2025
Q1
$288K Hold
2024
Q4
$273K Buy
2024
Q3
$293K Hold
2024
Q2
$272K Buy
2024
Q1
$270K Buy
2023
Q4
$255K Buy
2023
Q3
$232K Buy
2023
Q2
$237K Buy
2023
Q1
$234K Buy