Glassman Wealth Services’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
Q2
$261K Hold
2025
Q1
$236K Buy
2024
Q4
$221K Hold
2024
Q3
$241K Sell
2024
Q2
$272K Hold
2024
Q1
$273K Buy
2023
Q4
$249K Sell
2023
Q3
$270K Hold
2023
Q2
$284K Sell
2023
Q1
$338K Buy
2022
Q4
$312K Buy
2022
Q3
$263K Buy
2022
Q2
$222K Hold
2022
Q1
$257K Buy