Gerber Kawasaki Wealth & Investment Management’s State Street 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
2026 Q1	$16.4M	Buy	447,730 +15,293	+4%	+$577K	0.52%	46
2025 Q4	$15.5M	Buy	432,437 +20,193	+5%	+$715K	0.54%	42
2025 Q3	$14.4M	Buy	412,244 +25,571	+7%	+$857K	0.49%	46
2025 Q2	$12.6M	Buy	386,673 +113,289	+41%	+$3.48M	0.49%	45
2025 Q1	$8.09M	Sell	273,384 -10,718	-4%	-$314K	0.36%	57
2024 Q4	$7.94M	Sell	284,102 -14,585	-5%	-$426K	0.35%	57
2024 Q3	$9.09M	Sell	298,687 -18,877	-6%	-$548K	0.42%	54
2024 Q2	$8.99M	Buy	317,564 +1,312	+0.4%	+$37.2K	0.45%	53
2024 Q1	$8.98M	Sell	316,252 -1,231,852	-80%	-$33.6M	0.49%	49
2023 Q4	$41.9M	Buy	1,548,104 +67,011	+5%	+$1.71M	2.51%	11
2023 Q3	$36.9M	Buy	1,481,093 +255,971	+21%	+$6.62M	2.51%	11
2023 Q2	$32M	Buy	1,225,122 +534,359	+77%	+$13.9M	2.15%	12
2023 Q1	$17.8M	Buy	690,763 +83,307	+14%	+$2.12M	1.4%	21
2022 Q4	$14.6M	Buy	607,456 +462,747	+320%	+$10.8M	1.3%	21
2022 Q3	$3.07M	Sell	144,709 -4,484	-3%	-$106K	0.29%	69
2022 Q2	$3.55M	Buy	149,193 +16,530	+12%	+$422K	0.34%	65
2022 Q1	$3.65M	Buy	132,663 +117,595	+780%	+$3.31M	0.3%	56
2021 Q4	$441K	Buy	+15,068	New	+$445K	0.04%	167