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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$375K	Sell	9,041 -559	-6%	-$23.2K	0.01%	544
2025 Q1	$362K	Sell	9,600 -4,580	-32%	-$173K	0.01%	481
2024 Q4	$515K	Buy	+14,180	New	+$515K	0.02%	358