Gerber Kawasaki Wealth & Investment Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6M | Buy |
386,673
+113,289
| +41% | +$3.7M | 0.49% | 45 |
|
2025
Q1 | $8.09M | Sell |
273,384
-10,718
| -4% | -$317K | 0.36% | 57 |
|
2024
Q4 | $7.94M | Sell |
284,102
-14,585
| -5% | -$408K | 0.35% | 57 |
|
2024
Q3 | $9.09M | Sell |
298,687
-18,877
| -6% | -$575K | 0.42% | 54 |
|
2024
Q2 | $8.99M | Buy |
317,564
+1,312
| +0.4% | +$37.1K | 0.45% | 53 |
|
2024
Q1 | $8.98M | Sell |
316,252
-1,231,852
| -80% | -$35M | 0.49% | 49 |
|
2023
Q4 | $41.9M | Buy |
1,548,104
+67,011
| +5% | +$1.81M | 2.51% | 11 |
|
2023
Q3 | $36.9M | Buy |
1,481,093
+255,971
| +21% | +$6.37M | 2.51% | 11 |
|
2023
Q2 | $32M | Buy |
1,225,122
+534,359
| +77% | +$14M | 2.15% | 12 |
|
2023
Q1 | $17.8M | Buy |
690,763
+83,307
| +14% | +$2.14M | 1.4% | 21 |
|
2022
Q4 | $14.6M | Buy |
607,456
+462,747
| +320% | +$11.1M | 1.3% | 21 |
|
2022
Q3 | $3.07M | Sell |
144,709
-4,484
| -3% | -$95.1K | 0.29% | 69 |
|
2022
Q2 | $3.55M | Buy |
149,193
+16,530
| +12% | +$393K | 0.34% | 65 |
|
2022
Q1 | $3.65M | Buy |
132,663
+117,595
| +780% | +$3.24M | 0.3% | 56 |
|
2021
Q4 | $441K | Buy |
+15,068
| New | +$441K | 0.04% | 167 |
|