HWA
HHM Wealth Advisors’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 | $2.38M | Sell |
72,779
-6,380
| -8% | -$208K | 0.28% | 31 |
|
|
2025
Q1 | $2.34M | Hold |
79,159
| – | – | 0.32% | 28 |
|
|
2024
Q4 | $2.21M | Sell |
79,159
-510
| -0.6% | -$14.2K | 0.3% | 32 |
|
|
2024
Q3 | $2.43M | Sell |
79,669
-9,005
| -10% | -$274K | 0.34% | 26 |
|
|
2024
Q2 | $2.51M | Hold |
88,674
| – | – | 0.38% | 24 |
|
|
2024
Q1 | $2.52M | Sell |
88,674
-3,285
| -4% | -$93.3K | 0.41% | 21 |
|
|
2023
Q4 | $2.49M | Sell |
91,959
-2,685
| -3% | -$72.6K | 0.43% | 19 |
|
|
2023
Q3 | $2.36M | Hold |
94,644
| – | – | 0.46% | 20 |
|
|
2023
Q2 | $2.47M | Hold |
94,644
| – | – | 0.46% | 21 |
|
|
2023
Q1 | $2.44M | Hold |
94,644
| – | – | 0.5% | 20 |
|
|
2022
Q4 | $2.28M | Hold |
94,644
| – | – | 0.52% | 21 |
|
|
2022
Q3 | $2.01M | Hold |
94,644
| – | – | 0.53% | 22 |
|
|
2022
Q2 | $2.25M | Hold |
94,644
| – | – | 0.58% | 21 |
|
|
2022
Q1 | $2.61M | Hold |
94,644
| – | – | 0.61% | 22 |
|
|
2021
Q4 | $2.77M | Hold |
94,644
| – | – | 0.67% | 21 |
|
|
2021
Q3 | $2.74M | Hold |
94,644
| – | – | 0.75% | 18 |
|
|
2021
Q2 | $2.86M | Buy |
+94,644
| New | +$2.86M | 0.78% | 18 |
|