Private Wealth Management Group’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Private Wealth Management Group’s Portfolio CWI Stock Details CWI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$117K	Buy
2025 Q2	$105K	Hold
2025 Q1	$94.7K	Hold
2024 Q4	$89.4K	Hold
2024 Q3	$97.4K	Hold
2024 Q2	$90.6K	Hold
2024 Q1	$90.9K	Hold
2023 Q4	$86.5K	Buy