SHJ
Sharkey, Howes & Javer’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
10,026
-6,780
| -40% | -$221K | 0.04% | 127 |
|
|
2025
Q1 | $497K | Sell |
16,806
-5,241
| -24% | -$155K | 0.07% | 105 |
|
|
2024
Q4 | $616K | Sell |
22,047
-1,317
| -6% | -$36.8K | 0.09% | 101 |
|
|
2024
Q3 | $711K | Sell |
23,364
-156,967
| -87% | -$4.78M | 0.1% | 91 |
|
|
2024
Q2 | $5.11M | Sell |
180,331
-11,645
| -6% | -$330K | 0.83% | 23 |
|
|
2024
Q1 | $5.45M | Sell |
191,976
-9,823
| -5% | -$279K | 0.89% | 21 |
|
|
2023
Q4 | $5.46M | Sell |
201,799
-101,376
| -33% | -$2.74M | 0.96% | 21 |
|
|
2023
Q3 | $7.55M | Buy |
+303,175
| New | +$7.55M | 1.45% | 14 |
|
|
2020
Q2 | – | Sell |
-14,290
| Closed | -$282K | – | 66 |
|
|
2020
Q1 | $282K | Sell |
14,290
-6,365
| -31% | -$126K | 0.15% | 53 |
|
|
2019
Q4 | $532K | Buy |
20,655
+2,099
| +11% | +$54.1K | 0.23% | 44 |
|
|
2019
Q3 | $446K | Buy |
18,556
+7,237
| +64% | +$174K | 0.19% | 42 |
|
|
2019
Q2 | $415K | Buy |
11,319
+173
| +2% | +$6.34K | 0.19% | 38 |
|
|
2019
Q1 | $404K | Buy |
+11,146
| New | +$404K | 0.19% | 40 |
|