JWA
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JFS Wealth Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

JFS Wealth Advisors’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
5,005
+247
+5% +$9.79K 0.01% 332
2026
Q1 		$174K Sell
4,758
-1,886
-28% -$71.1K 0.01% 344
2025
Q4 		$239K Sell
6,644
-85
-1% -$3.01K 0.01% 299
2025
Q3 		$235K Hold
6,729
– – 0.01% 306
2025
Q2 		$220K Hold
6,729
– – 0.01% 289
2025
Q1 		$199K Buy
6,729
+85
+1% +$2.49K 0.01% 305
2024
Q4 		$186K Sell
6,644
-449
-6% -$13.1K 0.01% 298
2024
Q3 		$216K Hold
7,093
– – 0.01% 281
2024
Q2 		$201K Hold
7,093
– – 0.02% 245
2024
Q1 		$201K Sell
7,093
-1,629
-19% -$44.4K 0.02% 245
2023
Q4 		$236K Buy
8,722
+16
+0.2% +$407 0.02% 216
2023
Q3 		$217K Hold
8,706
– – 0.02% 214
2023
Q2 		$227K Sell
8,706
-2
-0% -$52 0.02% 205
2023
Q1 		$224K Sell
8,708
-311
-3% -$7.9K 0.02% 206
2022
Q4 		$217K Buy
9,019
+17
+0.2% +$395 0.02% 209
2022
Q3 		$191K Sell
9,002
-223
-2% -$5.25K 0.02% 214
2022
Q2 		$219K Buy
9,225
+19
+0.2% +$485 0.02% 202
2022
Q1 		$253K Hold
9,206
– – 0.02% 208
2021
Q4 		$270K Sell
9,206
-394
-4% -$11.6K 0.03% 201
2021
Q3 		$278K Hold
9,600
– – 0.03% 192
2021
Q2 		$290K Sell
9,600
-502
-5% -$15.1K 0.04% 145
2021
Q1 		$292K Buy
10,102
+94
+0.9% +$2.72K 0.06% 126
2020
Q4 		$277K Sell
10,008
-227
-2% -$5.88K 0.06% 127
2020
Q3 		$246K Sell
10,235
-20
-0.2% -$482 0.06% 123
2020
Q2 		$232K Buy
10,255
+1,060
+12% +$22.7K 0.06% 126
2020
Q1 		$181K Sell
9,195
-40
-0.4% -$943 0.05% 129
2019
Q4 		$238K Buy
9,235
+18
+0.2% +$450 0.06% 127
2019
Q3 		$222K Sell
9,217
-919
-9% -$22K 0.06% 136
2019
Q2 		$248K Buy
10,136
+18
+0.2% +$436 0.06% 128
2019
Q1 		$244K Hold
10,118
– – 0.06% 124
2018
Q4 		$221K Sell
10,118
-213
-2% -$4.91K 0.06% 127
2018
Q3 		$257K Hold
10,331
– – 0.07% 126
2018
Q2 		$255K Buy
10,331
+14
+0.1% +$361 0.07% 122
2018
Q1 		$267K Sell
10,317
-452
-4% -$12K 0.07% 122
2017
Q4 		$280K Buy
10,769
+993
+10% +$25.5K 0.07% 119
2017
Q3 		$247K Sell
9,776
-2,365
-19% -$58.2K 0.06% 118
2017
Q2 		$289K Sell
12,141
-317
-3% -$7.45K 0.08% 99
2017
Q1 		$262K Hold
12,458
– – 0.07% 110
2016
Q4 		$262K Sell
12,458
-2,386
-16% -$50.4K 0.07% 110
2016
Q3 		$321K Sell
14,844
-3,891
-21% -$82.6K 0.09% 101
2016
Q2 		$380K Sell
18,735
-1,283
-6% -$26.4K 0.11% 107
2016
Q1 		$411K Sell
20,018
-7,197
-26% -$140K 0.12% 90
2015
Q4 		$559K Buy
27,215
+7,923
+41% +$169K 0.16% 84
2015
Q3 		$391K Buy
19,292
+1,599
+9% +$34.9K 0.17% 71
2015
Q2 		$406K Buy
17,693
+900
+5% +$21.6K 0.21% 59
2015
Q1 		$388K Buy
16,793
+3,461
+26% +$78.8K 0.18% 60
2014
Q4 		$297K Buy
13,332
+652
+5% +$14.9K 0.05% 69
2014
Q3 		$296K Buy
12,680
+2,262
+22% +$55.3K 0.05% 58
2014
Q2 		$258K Buy
+10,418
New +$255K 0.05% 67

Other funds holding CWI

AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
CCA
Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return