IFP 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 | – | Sell |
-64
| Closed | -$1.89K | – | 4949 |
|
|
2025
Q1 | $1.89K | Hold |
64
| – | – | ﹤0.01% | 3162 |
|
|
2024
Q4 | $1.79K | Hold |
64
| – | – | ﹤0.01% | 3142 |
|
|
2024
Q3 | $1.95K | Hold |
64
| – | – | ﹤0.01% | 2916 |
|
|
2024
Q2 | $1.81K | Sell |
64
-121
| -65% | -$3.43K | ﹤0.01% | 2832 |
|
|
2024
Q1 | $5.25K | Sell |
185
-40
| -18% | -$1.14K | ﹤0.01% | 2438 |
|
|
2023
Q4 | $6.09K | Sell |
225
-194
| -46% | -$5.25K | ﹤0.01% | 2360 |
|
|
2023
Q3 | $10.4K | Buy |
419
+315
| +303% | +$7.84K | ﹤0.01% | 2238 |
|
|
2023
Q2 | $2.72K | Hold |
104
| – | – | ﹤0.01% | 2778 |
|
|
2023
Q1 | $3.97K | Sell |
104
-1,564
| -94% | -$59.6K | ﹤0.01% | 2664 |
|
|
2022
Q4 | $66K | Buy |
1,668
+104
| +7% | +$4.12K | ﹤0.01% | 2031 |
|
|
2022
Q3 | $60K | Buy |
1,564
+870
| +125% | +$33.4K | ﹤0.01% | 2228 |
|
|
2022
Q2 | $26K | Hold |
694
| – | – | ﹤0.01% | 2635 |
|
|
2022
Q1 | $26K | Buy |
+694
| New | +$26K | ﹤0.01% | 2635 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3583 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3309 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3230 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3143 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3010 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2893 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2894 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2981 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3172 |
|
|
2019
Q1 | $72K | Sell |
2,990
-525
| -15% | -$12.6K | 0.01% | 817 |
|
|
2018
Q4 | $77K | Hold |
3,515
| – | – | ﹤0.01% | 1334 |
|
|
2018
Q3 | $88K | Hold |
3,515
| – | – | ﹤0.01% | 1552 |
|
|
2018
Q2 | $87K | Sell |
3,515
-5,380
| -60% | -$133K | ﹤0.01% | 1541 |
|
|
2018
Q1 | $231K | Hold |
8,895
| – | – | 0.01% | 923 |
|
|
2017
Q4 | $231K | Sell |
8,895
-594
| -6% | -$15.4K | 0.01% | 921 |
|
|
2017
Q3 | $239K | Sell |
9,489
-149
| -2% | -$3.75K | 0.01% | 1033 |
|
|
2017
Q2 | $229K | Buy |
9,638
+8,367
| +658% | +$199K | 0.01% | 1044 |
|
|
2017
Q1 | $29K | Sell |
1,271
-852
| -40% | -$19.4K | ﹤0.01% | 2233 |
|
|
2016
Q4 | $45K | Buy |
2,123
+663
| +45% | +$14.1K | ﹤0.01% | 1936 |
|
|
2016
Q3 | $32K | Hold |
1,460
| – | – | ﹤0.01% | 2080 |
|
|
2016
Q2 | $30K | Sell |
1,460
-1,530
| -51% | -$31.4K | ﹤0.01% | 2065 |
|
|
2016
Q1 | $72K | Buy |
2,990
+1,631
| +120% | +$39.3K | 0.01% | 817 |
|
|
2015
Q4 | $28K | Buy |
+1,359
| New | +$28K | ﹤0.01% | 1948 |
|