GoalVest Advisory’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 | $228K | Hold |
6,979
| – | – | 0.06% | 121 |
|
|
2025
Q1 | $206K | Sell |
6,979
-70
| -1% | -$2.07K | 0.06% | 114 |
|
|
2024
Q4 | $197K | Hold |
7,049
| – | – | 0.05% | 111 |
|
|
2024
Q3 | $215K | Hold |
7,049
| – | – | 0.06% | 101 |
|
|
2024
Q2 | $200K | Hold |
7,049
| – | – | 0.06% | 99 |
|
|
2024
Q1 | $200K | Buy |
+7,049
| New | +$200K | 0.07% | 103 |
|