Lowe Wealth Advisors’s 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
2025
Q3
$100K Hold
2025
Q2
$93.5K Hold
2025
Q1
$84.7K Hold
2024
Q4
$80K Hold
2024
Q3
$87.2K Hold
2024
Q2
$81.1K Hold
2024
Q1
$81.3K Hold
2023
Q4
$77.4K Buy