SIA
Stegner Investment Associates’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 | $404K | Sell |
12,365
-652
| -5% | -$21.3K | 0.25% | 20 |
|
|
2025
Q1 | $385K | Sell |
13,017
-1,582
| -11% | -$46.8K | 0.27% | 20 |
|
|
2024
Q4 | $408K | Buy |
14,599
+549
| +4% | +$15.3K | 0.27% | 21 |
|
|
2024
Q3 | $428K | Sell |
14,050
-486
| -3% | -$14.8K | 0.29% | 18 |
|
|
2024
Q2 | $412K | Sell |
14,536
-170
| -1% | -$4.81K | 0.3% | 18 |
|
|
2024
Q1 | $418K | Buy |
14,706
+59
| +0.4% | +$1.68K | 0.31% | 18 |
|
|
2023
Q4 | $396K | Buy |
14,647
+619
| +4% | +$16.7K | 0.31% | 18 |
|
|
2023
Q3 | $349K | Buy |
14,028
+981
| +8% | +$24.4K | 0.3% | 19 |
|
|
2023
Q2 | $341K | Buy |
13,047
+1,399
| +12% | +$36.6K | 0.28% | 20 |
|
|
2023
Q1 | $305K | Buy |
11,648
+1,232
| +12% | +$32.3K | 0.27% | 20 |
|
|
2022
Q4 | $251K | Hold |
10,416
| – | – | 0.23% | 22 |
|
|
2022
Q3 | $223K | Sell |
10,416
-4,477
| -30% | -$95.9K | 0.21% | 21 |
|
|
2022
Q2 | $354K | Sell |
14,893
-13,160
| -47% | -$313K | 0.34% | 17 |
|
|
2022
Q1 | $772K | Sell |
28,053
-120
| -0.4% | -$3.3K | 0.61% | 15 |
|
|
2021
Q4 | $826K | Buy |
+28,173
| New | +$826K | 0.59% | 17 |
|