Tobias Financial Advisors’s State Street 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
2026 Q1	$6.71M	Sell	183,477 -6,958	-4%	-$262K	0.93%	22
2025 Q4	$6.84M	Sell	190,435 -473	-0.2%	-$16.7K	0.97%	22
2025 Q3	$6.67M	Sell	190,908 -796	-0.4%	-$26.7K	1.01%	21
2025 Q2	$6.26M	Sell	191,704 -3,914	-2%	-$120K	1.07%	20
2025 Q1	$5.79M	Hold	195,618	–	–	1.12%	19
2024 Q4	$5.47M	Sell	195,618 -345	-0.2%	-$10.1K	1.1%	21
2024 Q3	$5.97M	Sell	195,963 -168	-0.1%	-$4.87K	1.2%	18
2024 Q2	$5.55M	Buy	196,131 +255	+0.1%	+$7.23K	1.2%	19
2024 Q1	$5.56M	Sell	195,876 -123	-0.1%	-$3.35K	1.26%	18
2023 Q4	$5.3M	Sell	195,999 -13,971	-7%	-$356K	1.29%	17
2023 Q3	$5.23M	Sell	209,970 -649	-0.3%	-$16.8K	1.37%	21
2023 Q2	$5.5M	Sell	210,619 -2,555	-1%	-$66.4K	1.48%	20
2023 Q1	$5.48M	Sell	213,174 -9,738	-4%	-$247K	1.61%	17
2022 Q4	$5.36M	Sell	222,912 -2,818	-1%	-$65.6K	1.76%	16
2022 Q3	$4.79M	Sell	225,730 -6,468	-3%	-$152K	1.69%	18
2022 Q2	$5.52M	Sell	232,198 -2,036	-0.9%	-$52K	1.85%	17
2022 Q1	$6.45M	Buy	+234,234	New	+$6.59M	2.22%	14
2021 Q4	–	Sell	-248,287	Closed	-$7.19M	–	73
2021 Q3	$7.19M	Sell	248,287 -1,040	-0.4%	-$31.1K	2.69%	10
2021 Q2	$7.53M	Sell	249,327 -1,139	-0.5%	-$34.3K	2.98%	10
2021 Q1	$7.24M	Hold	250,466	–	–	3.07%	10
2020 Q4	$6.92M	Sell	250,466 -599	-0.2%	-$15.5K	3.17%	9
2020 Q3	$6.04M	Sell	251,065 -10,180	-4%	-$245K	3.31%	8
2020 Q2	$5.92M	Buy	+261,245	New	+$5.59M	3.48%	8