Smith & Howard Wealth Management’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 | $209K | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $208K | Hold |
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2021
Q4 | $222K | Hold |
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2021
Q3 | $219K | Hold |
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2021
Q2 | $229K | Hold |
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2021
Q1 | $219K | Hold |
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2020
Q4 | $209K | Buy |
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2016
Q2 | – | Sell |
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2016
Q1 | $388K | Sell |
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2015
Q4 | $427K | Sell |
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2015
Q3 | $502K | Hold |
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2015
Q2 | $568K | Hold |
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2015
Q1 | $572K | Buy |
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2014
Q4 | $533K | Sell |
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2014
Q3 | $581K | Hold |
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2014
Q2 | $615K | Sell |
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2014
Q1 | $598K | Hold |
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2013
Q4 | $595K | Hold |
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2013
Q3 | $572K | Hold |
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2013
Q2 | $522K | Buy |
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