Sage Financial Group’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 | $842K | Hold |
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|
2025
Q1 | $762K | Hold |
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|
2024
Q4 | $720K | Hold |
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|
2024
Q3 | $784K | Hold |
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|
2024
Q2 | $730K | Hold |
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|
2024
Q1 | $732K | Hold |
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|
2023
Q4 | $697K | Hold |
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|
2023
Q3 | $641K | Hold |
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|
2023
Q2 | $673K | Hold |
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|
2023
Q1 | $663K | Hold |
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|
2022
Q4 | $620K | Hold |
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|
2022
Q3 | $547K | Hold |
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|
2022
Q2 | $613K | Hold |
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|
2022
Q1 | $709K | Hold |
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|
2021
Q4 | $755K | Hold |
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|
2021
Q3 | $747K | Hold |
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|
2021
Q2 | $778K | Hold |
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|
2021
Q1 | $745K | Hold |
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|
2020
Q4 | $713K | Hold |
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|
2020
Q3 | $620K | Hold |
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|
2020
Q2 | $584K | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.49M | Hold |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.41M | Hold |
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|
2019
Q1 | $1.4M | Sell |
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|
2018
Q4 | $1.29M | Buy |
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