Stegner Investment Associates’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 | $404K | Sell |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $428K | Sell |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $349K | Buy |
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|
2023
Q2 | $341K | Buy |
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $223K | Sell |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $826K | Buy |
|