MWA
Monograph Wealth 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 | $1.62M | Hold |
49,665
| – | – | 0.2% | 41 |
|
|
2025
Q1 | $1.47M | Hold |
49,665
| – | – | 0.2% | 40 |
|
|
2024
Q4 | $1.39M | Hold |
49,665
| – | – | 0.18% | 43 |
|
|
2024
Q3 | $1.51M | Hold |
49,665
| – | – | 0.2% | 39 |
|
|
2024
Q2 | $1.41M | Hold |
49,665
| – | – | 0.21% | 37 |
|
|
2024
Q1 | $1.41M | Hold |
49,665
| – | – | 0.21% | 39 |
|
|
2023
Q4 | $1.34M | Hold |
49,665
| – | – | 0.24% | 33 |
|
|
2023
Q3 | $1.24M | Hold |
49,665
| – | – | 0.24% | 37 |
|
|
2023
Q2 | $1.3M | Hold |
49,665
| – | – | 0.28% | 28 |
|
|
2023
Q1 | $1.28M | Hold |
49,665
| – | – | 0.3% | 26 |
|
|
2022
Q4 | $1.2M | Hold |
49,665
| – | – | 0.32% | 25 |
|
|
2022
Q3 | $1.05M | Hold |
49,665
| – | – | 0.35% | 25 |
|
|
2022
Q2 | $1.18M | Hold |
49,665
| – | – | 0.34% | 25 |
|
|
2022
Q1 | $1.37M | Hold |
49,665
| – | – | 0.35% | 25 |
|
|
2021
Q4 | $1.46M | Buy |
+49,665
| New | +$1.46M | 0.37% | 25 |
|