Lokken Investment Group’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
31,040
+19,183
+162% +$627K 0.39% 64
2025
Q1
$351K Buy
+11,857
New +$351K 0.15% 93