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Pathstone Family Office’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Pathstone Family Office’s Portfolio CWI Stock Details CWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-777,600
Closed -$17.6M – 838
2020
Q2 		$17.6M Sell
777,600
-520,000
-40% -$11.8M 2.09% 14
2020
Q1 		$25.6M Buy
+1,297,600
New +$25.6M 3.64% 4