SWM
CWI icon

SpringVest Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

SpringVest Wealth Management’s Portfolio CWI Stock Details CWI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$590K Sell
18,052
-16,112
-47% -$526K 0.48% 31
2025
Q1 		$1.01M Hold
34,164
– – 0.84% 22
2024
Q4 		$955K Buy
+34,164
New +$955K 0.82% 21