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MONECO Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
13,567
-267
| -2% | -$8.72K | 0.04% | 319 |
|
|
2025
Q1 | $409K | Sell |
13,834
-28
| -0.2% | -$828 | 0.04% | 312 |
|
|
2024
Q4 | $387K | Buy |
+13,862
| New | +$387K | 0.04% | 326 |
|
|
2022
Q3 | – | Sell |
-9,717
| Closed | -$231K | – | 252 |
|
|
2022
Q2 | $231K | Sell |
9,717
-114
| -1% | -$2.71K | 0.09% | 219 |
|
|
2022
Q1 | $271K | Hold |
9,831
| – | – | 0.1% | 194 |
|
|
2021
Q4 | $281K | Sell |
9,831
-5,446
| -36% | -$156K | 0.11% | 191 |
|
|
2021
Q3 | $443K | Sell |
15,277
-6,254
| -29% | -$181K | 0.17% | 129 |
|
|
2021
Q2 | $650K | Sell |
21,531
-3,043
| -12% | -$91.9K | 0.3% | 82 |
|
|
2021
Q1 | $710K | Buy |
+24,574
| New | +$710K | 0.35% | 72 |
|