SGWM
Sterling Group 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 | $5.06M | Sell |
154,854
-5,909
| -4% | -$193K | 2.8% | 8 |
|
|
2025
Q1 | $4.76M | Buy |
160,763
+6,505
| +4% | +$192K | 2.55% | 10 |
|
|
2024
Q4 | $4.31M | Buy |
154,258
+3,312
| +2% | +$92.5K | 2.24% | 10 |
|
|
2024
Q3 | $4.59M | Buy |
150,946
+1,537
| +1% | +$46.8K | 2.44% | 10 |
|
|
2024
Q2 | $4.23M | Buy |
+149,409
| New | +$4.23M | 2.43% | 11 |
|