IAG Wealth Partners’s State Street 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
2026 Q1	$10.2M	Buy	280,068 +7,817	+3%	+$295K	1.14%	29
2025 Q4	$9.78M	Sell	272,251 -15,087	-5%	-$534K	1.13%	28
2025 Q3	$10M	Sell	287,338 -14,936	-5%	-$500K	1.21%	27
2025 Q2	$9.87M	Sell	302,274 -13,320	-4%	-$410K	1.31%	25
2025 Q1	$9.34M	Sell	315,594 -17,474	-5%	-$512K	1.45%	21
2024 Q4	$9.31M	Sell	333,068 -7,261	-2%	-$212K	1.64%	20
2024 Q3	$10.4M	Sell	340,329 -5,724	-2%	-$166K	1.92%	18
2024 Q2	$9.8M	Sell	346,053 -3,676	-1%	-$104K	1.97%	17
2024 Q1	$9.93M	Sell	349,729 -4,372	-1%	-$119K	2.13%	14
2023 Q4	$9.57M	Buy	354,101 +26,852	+8%	+$684K	2.18%	14
2023 Q3	$8.15M	Buy	327,249 +3,418	+1%	+$88.4K	2.27%	12
2023 Q2	$8.46M	Buy	323,831 +2,735	+0.9%	+$71K	2.24%	12
2023 Q1	$8.26M	Buy	321,096 +23,464	+8%	+$596K	2.29%	12
2022 Q4	$7.16M	Buy	297,632 +58,555	+24%	+$1.36M	2.11%	11
2022 Q3	$5.07M	Buy	239,077 +40,994	+21%	+$965K	1.68%	15
2022 Q2	$4.71M	Buy	198,083 +103,790	+110%	+$2.65M	1.54%	15
2022 Q1	$2.6M	Buy	94,293 +35,946	+62%	+$1.01M	0.82%	23
2021 Q4	$1.71M	Buy	58,347 +23,537	+68%	+$695K	0.55%	29
2021 Q3	$1.01M	Buy	34,810 +16,213	+87%	+$484K	0.36%	33
2021 Q2	$562K	Buy	18,597 +10,934	+143%	+$329K	0.2%	36
2021 Q1	$222K	Buy	+7,663	New	+$222K	0.08%	45