GWS
Glassman Wealth Services’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 | $261K | Hold |
7,978
| – | – | 0.04% | 67 |
|
|
2025
Q1 | $236K | Buy |
7,978
+67
| +0.8% | +$1.98K | 0.04% | 66 |
|
|
2024
Q4 | $221K | Hold |
7,911
| – | – | 0.04% | 63 |
|
|
2024
Q3 | $241K | Sell |
7,911
-1,708
| -18% | -$52K | 0.04% | 60 |
|
|
2024
Q2 | $272K | Hold |
9,619
| – | – | 0.05% | 60 |
|
|
2024
Q1 | $273K | Buy |
9,619
+398
| +4% | +$11.3K | 0.06% | 58 |
|
|
2023
Q4 | $249K | Sell |
9,221
-1,640
| -15% | -$44.3K | 0.04% | 158 |
|
|
2023
Q3 | $270K | Hold |
10,861
| – | – | 0.04% | 129 |
|
|
2023
Q2 | $284K | Sell |
10,861
-2,274
| -17% | -$59.4K | 0.05% | 128 |
|
|
2023
Q1 | $338K | Buy |
13,135
+180
| +1% | +$4.63K | 0.06% | 108 |
|
|
2022
Q4 | $312K | Buy |
12,955
+545
| +4% | +$13.1K | 0.06% | 123 |
|
|
2022
Q3 | $263K | Buy |
12,410
+3,055
| +33% | +$64.7K | 0.06% | 115 |
|
|
2022
Q2 | $222K | Hold |
9,355
| – | – | 0.05% | 141 |
|
|
2022
Q1 | $257K | Buy |
+9,355
| New | +$257K | 0.05% | 140 |
|