Key Financial Inc’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	$359K	Hold	9,815	–	–	0.06%	217
2025 Q4	$353K	Hold	9,815	–	–	0.06%	214
2025 Q3	$345K	Buy	9,815 +2,110	+27%	+$70.7K	0.06%	216
2025 Q2	$252K	Buy	7,705 +7,275	+1,692%	+$224K	0.05%	246
2025 Q1	$12.7K	Hold	430	–	–	﹤0.01%	760
2024 Q4	$12K	Hold	430	–	–	﹤0.01%	778
2024 Q3	$13.1K	Hold	430	–	–	﹤0.01%	731
2024 Q2	$12.2K	Hold	430	–	–	﹤0.01%	729
2024 Q1	$12.2K	Hold	430	–	–	﹤0.01%	702
2023 Q4	$11.6K	Hold	430	–	–	﹤0.01%	703
2023 Q3	$10.7K	Hold	430	–	–	﹤0.01%	693
2023 Q2	$11.2K	Hold	430	–	–	﹤0.01%	687
2023 Q1	$11.1K	Hold	430	–	–	﹤0.01%	654
2022 Q4	$9.12K	Hold	430	–	–	﹤0.01%	644
2022 Q3	$9K	Hold	430	–	–	﹤0.01%	645
2022 Q2	$10K	Hold	430	–	–	0.01%	622
2022 Q1	$12K	Hold	430	–	–	0.01%	583
2021 Q4	$13K	Buy	+430	New	+$12.7K	0.01%	546