Opal Wealth Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.5M Buy
2025
Q1
$3.94M Buy
2024
Q4
$3.33M Buy
2024
Q3
$3.07M Buy
2024
Q2
$2.76M Buy
2024
Q1
$2.68M Buy
2023
Q4
$2.29M Buy
2023
Q3
$1.96M Buy
2023
Q2
$1.93M Buy
2023
Q1
$1.8M Buy
2022
Q4
$1.31M Sell
2022
Q3
$1.23M Buy
2022
Q2
$1.28M Sell
2022
Q1
$1.63M Buy
2021
Q4
$1.32M Buy
2021
Q3
$1.18M Buy
2021
Q2
$1.02M Buy
2021
Q1
$930K Buy
2020
Q4
$784K Buy