Sharkey, Howes & Javer’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
Q3 | $330K | Sell |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $711K | Sell |
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|
2024
Q2 | $5.11M | Sell |
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|
2024
Q1 | $5.45M | Sell |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $7.55M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $532K | Buy |
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|
2019
Q3 | $446K | Buy |
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|
2019
Q2 | $415K | Buy |
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|
2019
Q1 | $404K | Buy |
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