SHWM
Smith & Howard Wealth Management’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 | $209K | Buy |
+6,411
| New | +$209K | 0.05% | 79 |
|
|
2022
Q2 | – | Sell |
-7,574
| Closed | -$208K | – | 69 |
|
|
2022
Q1 | $208K | Hold |
7,574
| – | – | 0.09% | 67 |
|
|
2021
Q4 | $222K | Hold |
7,574
| – | – | 0.1% | 67 |
|
|
2021
Q3 | $219K | Hold |
7,574
| – | – | 0.1% | 67 |
|
|
2021
Q2 | $229K | Hold |
7,574
| – | – | 0.11% | 60 |
|
|
2021
Q1 | $219K | Hold |
7,574
| – | – | 0.11% | 57 |
|
|
2020
Q4 | $209K | Buy |
+7,574
| New | +$209K | 0.11% | 62 |
|
|
2016
Q2 | – | Sell |
-12,599
| Closed | -$388K | – | 47 |
|
|
2016
Q1 | $388K | Sell |
12,599
-1,254
| -9% | -$38.6K | 0.16% | 40 |
|
|
2015
Q4 | $427K | Sell |
13,853
-2,650
| -16% | -$81.7K | 0.21% | 32 |
|
|
2015
Q3 | $502K | Hold |
16,503
| – | – | 0.24% | 24 |
|
|
2015
Q2 | $568K | Hold |
16,503
| – | – | 0.25% | 23 |
|
|
2015
Q1 | $572K | Buy |
16,503
+563
| +4% | +$19.5K | 0.25% | 23 |
|
|
2014
Q4 | $533K | Sell |
15,940
-625
| -4% | -$20.9K | 0.25% | 25 |
|
|
2014
Q3 | $581K | Hold |
16,565
| – | – | 0.3% | 23 |
|
|
2014
Q2 | $615K | Sell |
16,565
-133
| -0.8% | -$4.94K | 0.32% | 23 |
|
|
2014
Q1 | $598K | Hold |
16,698
| – | – | 0.34% | 21 |
|
|
2013
Q4 | $595K | Hold |
16,698
| – | – | 0.33% | 23 |
|
|
2013
Q3 | $572K | Hold |
16,698
| – | – | 0.34% | 18 |
|
|
2013
Q2 | $522K | Buy |
+16,698
| New | +$522K | 0.33% | 18 |
|