Mutual Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Mutual Advisors’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.72M	Buy	128,980 +37,772	+41%	+$1.42M	0.1%	200
2025 Q4	$3.28M	Buy	91,208 +2,172	+2%	+$76.9K	0.07%	264
2025 Q3	$3.16M	Buy	89,036 +5,387	+6%	+$180K	0.07%	265
2025 Q2	$2.78M	Buy	83,649 +8,216	+11%	+$253K	0.07%	255
2025 Q1	$2.27M	Buy	75,433 +10,651	+16%	+$312K	0.07%	263
2024 Q4	$1.82M	Buy	64,782 +18,750	+41%	+$548K	0.05%	304
2024 Q3	$1.36M	Buy	46,032 +4,226	+10%	+$123K	0.04%	380
2024 Q2	$1.19M	Buy	41,806 +5,181	+14%	+$147K	0.04%	431
2024 Q1	$1.04M	Buy	36,625 +4,599	+14%	+$125K	0.03%	461
2023 Q4	$866K	Sell	32,026 -5,417	-14%	-$138K	0.03%	495
2023 Q3	$932K	Buy	37,443 +403	+1%	+$10.4K	0.04%	442
2023 Q2	$968K	Sell	37,040 -4,687	-11%	-$122K	0.04%	441
2023 Q1	$1.07M	Sell	41,727 -1,127	-3%	-$28.6K	0.04%	408
2022 Q4	$1.03M	Buy	42,854 +2,361	+6%	+$54.9K	0.05%	401
2022 Q3	$859K	Sell	40,493 -366	-0.9%	-$8.62K	0.04%	407
2022 Q2	$972K	Buy	40,859 +2,633	+7%	+$67.2K	0.06%	343
2022 Q1	$1.05M	Buy	38,226 +953	+3%	+$26.8K	0.06%	359
2021 Q4	$1.09M	Buy	37,273 +1,459	+4%	+$43.1K	0.06%	354
2021 Q3	$1.04M	Buy	35,814 +5,521	+18%	+$165K	0.06%	347
2021 Q2	$915K	Sell	30,293 -21,475	-41%	-$647K	0.05%	374
2021 Q1	$1.5M	Sell	51,768 -1,677	-3%	-$48.6K	0.1%	245
2020 Q4	$1.48M	Buy	53,445 +7,451	+16%	+$193K	0.11%	222
2020 Q3	$1.11M	Sell	45,994 -1,171	-2%	-$28.2K	0.1%	224
2020 Q2	$1.07M	Sell	47,165 -35,356	-43%	-$756K	0.11%	210
2020 Q1	$1.63M	Buy	82,521 +60,773	+279%	+$1.43M	0.22%	119
2019 Q4	$560K	Sell	21,748 -1,875	-8%	-$46.9K	0.06%	325
2019 Q3	$568K	Buy	23,623 +2,066	+10%	+$49.4K	0.08%	289
2019 Q2	$527K	Buy	21,557 +3,342	+18%	+$80.9K	0.07%	320
2019 Q1	$440K	Buy	18,215 +812	+5%	+$19K	0.07%	294
2018 Q4	$380K	Buy	17,403 +918	+6%	+$21.1K	0.07%	272
2018 Q3	$411K	Buy	16,485 +157	+1%	+$3.89K	0.06%	308
2018 Q2	$403K	Buy	16,328 +725	+5%	+$18.7K	0.09%	274
2018 Q1	$404K	Sell	15,603 -408	-3%	-$10.8K	0.1%	265
2017 Q4	$416K	Buy	+16,011	New	+$411K	0.16%	177