Northwestern Mutual Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
34,268
-1,455
| -4% | -$47.5K | ﹤0.01% | 1138 |
|
|
2025
Q1 | $1.06M | Buy |
35,723
+5,451
| +18% | +$161K | ﹤0.01% | 1092 |
|
|
2024
Q4 | $846K | Buy |
30,272
+2,908
| +11% | +$81.3K | ﹤0.01% | 1125 |
|
|
2024
Q3 | $833K | Buy |
27,364
+2,708
| +11% | +$82.4K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $698K | Buy |
24,656
+14,334
| +139% | +$406K | ﹤0.01% | 1138 |
|
|
2024
Q1 | $293K | Buy |
10,322
+1,204
| +13% | +$34.2K | ﹤0.01% | 1421 |
|
|
2023
Q4 | $247K | Buy |
9,118
+71
| +0.8% | +$1.92K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $225K | Sell |
9,047
-2,032
| -18% | -$50.6K | ﹤0.01% | 1421 |
|
|
2023
Q2 | $289K | Buy |
11,079
+578
| +6% | +$15.1K | ﹤0.01% | 1346 |
|
|
2023
Q1 | $270K | Buy |
10,501
+581
| +6% | +$14.9K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $239K | Sell |
9,920
-125
| -1% | -$3.01K | ﹤0.01% | 1368 |
|
|
2022
Q3 | $213K | Hold |
10,045
| – | – | ﹤0.01% | 1376 |
|
|
2022
Q2 | $239K | Sell |
10,045
-112
| -1% | -$2.67K | ﹤0.01% | 1333 |
|
|
2022
Q1 | $279K | Buy |
10,157
+112
| +1% | +$3.08K | ﹤0.01% | 1315 |
|
|
2021
Q4 | $294K | Buy |
10,045
+1,217
| +14% | +$35.6K | ﹤0.01% | 1285 |
|
|
2021
Q3 | $256K | Buy |
8,828
+763
| +9% | +$22.1K | ﹤0.01% | 1256 |
|
|
2021
Q2 | $244K | Buy |
8,065
+296
| +4% | +$8.96K | ﹤0.01% | 1245 |
|
|
2021
Q1 | $225K | Hold |
7,769
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q4 | $215K | Hold |
7,769
| – | – | ﹤0.01% | 1123 |
|
|
2020
Q3 | $187K | Hold |
7,769
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q2 | $176K | Hold |
7,769
| – | – | ﹤0.01% | 1015 |
|
|
2020
Q1 | $153K | Sell |
7,769
-868
| -10% | -$17.1K | ﹤0.01% | 978 |
|
|
2019
Q4 | $223K | Buy |
8,637
+7,769
| +895% | +$201K | ﹤0.01% | 912 |
|
|
2019
Q3 | $21K | Buy |
+868
| New | +$21K | ﹤0.01% | 1712 |
|
|
2018
Q4 | – | Sell |
-4,238
| Closed | -$106K | – | 2431 |
|
|
2018
Q3 | $106K | Hold |
4,238
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q2 | $105K | Sell |
4,238
-283
| -6% | -$7.01K | ﹤0.01% | 983 |
|
|
2018
Q1 | $117K | Buy |
4,521
+3,252
| +256% | +$84.2K | ﹤0.01% | 904 |
|
|
2017
Q4 | $33K | Buy |
1,269
+1,228
| +2,995% | +$31.9K | ﹤0.01% | 1306 |
|
|
2017
Q3 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 2047 |
|
|
2017
Q2 | – | Sell |
-381
| Closed | -$9K | – | 2030 |
|
|
2017
Q1 | $9K | Buy |
+381
| New | +$9K | ﹤0.01% | 1567 |
|
|
2016
Q2 | – | Sell |
-17
| Closed | – | – | 2089 |
|
|
2016
Q1 | $0 | Buy |
+17
| New | – | ﹤0.01% | 2140 |
|
|
2014
Q1 | – | Sell |
-686
| Closed | -$16K | – | 1294 |
|
|
2013
Q4 | $16K | Buy |
+686
| New | +$16K | ﹤0.01% | 824 |
|