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NBC Securities’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

NBC Securities’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 		$19.1K Hold
523
– – ﹤0.01% 1727
2025
Q4 		$18.8K Hold
523
– – ﹤0.01% 1802
2025
Q3 		$18.3K Hold
523
– – ﹤0.01% 1785
2025
Q2 		$17K Hold
523
– – ﹤0.01% 1767
2025
Q1 		$15K Buy
+523
New +$15.3K ﹤0.01% 1593
2024
Q4 		– Sell
-523
Closed -$15K – 1439
2024
Q3 		$15K Hold
523
– – ﹤0.01% 1602
2024
Q2 		$14K Hold
523
– – ﹤0.01% 1564
2024
Q1 		$14K Hold
523
– – ﹤0.01% 1570
2023
Q4 		$14K Buy
+523
New +$13.3K ﹤0.01% 1593

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MFG
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Mirae Asset Global Investments
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APP
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HighTower Advisors
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return