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MGB Wealth Management’s Davis Select Worldwide ETF DWLD Stock Holding History

MGB Wealth Management’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$433K Buy
10,449
+3,831
+58% +$159K 0.14% 133
2025
Q1 		$249K Buy
6,618
+180
+3% +$6.78K 0.09% 186
2024
Q4 		$234K Buy
+6,438
New +$234K 0.07% 180