Simplicity Wealth’s State Street 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
2026 Q1	$510K	Buy	13,938 +203	+1%	+$7.65K	0.03%	448
2025 Q4	$493K	Buy	13,735 +416	+3%	+$14.7K	0.03%	433
2025 Q3	$465K	Sell	13,319 -12,093	-48%	-$405K	0.03%	459
2025 Q2	$830K	Buy	25,412 +13,440	+112%	+$413K	0.03%	365
2025 Q1	$354K	Buy	+11,972	New	+$351K	0.03%	398
2024 Q4	–	Sell	-11,875	Closed	-$361K	–	377
2024 Q3	$361K	Sell	11,875 -11,623	-49%	-$337K	0.03%	357
2024 Q2	$665K	Buy	23,498 +1,490	+7%	+$42.2K	0.02%	648
2024 Q1	$625K	Buy	22,008 +9,064	+70%	+$247K	0.01%	660
2023 Q4	$350K	Buy	12,944 +3,571	+38%	+$90.9K	0.14%	128
2023 Q3	$233K	Buy	9,373 +172	+2%	+$4.45K	0.14%	79
2023 Q2	$240K	Buy	+9,201	New	+$239K	0.15%	70