TFA
Tobias Financial Advisors’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 | $6.26M | Sell |
191,704
-3,914
| -2% | -$128K | 1.07% | 20 |
|
|
2025
Q1 | $5.79M | Hold |
195,618
| – | – | 1.12% | 19 |
|
|
2024
Q4 | $5.47M | Sell |
195,618
-345
| -0.2% | -$9.64K | 1.1% | 21 |
|
|
2024
Q3 | $5.97M | Sell |
195,963
-168
| -0.1% | -$5.11K | 1.2% | 18 |
|
|
2024
Q2 | $5.55M | Buy |
196,131
+255
| +0.1% | +$7.22K | 1.2% | 19 |
|
|
2024
Q1 | $5.56M | Sell |
195,876
-123
| -0.1% | -$3.49K | 1.26% | 18 |
|
|
2023
Q4 | $5.3M | Sell |
195,999
-13,971
| -7% | -$378K | 1.29% | 17 |
|
|
2023
Q3 | $5.23M | Sell |
209,970
-649
| -0.3% | -$16.2K | 1.37% | 21 |
|
|
2023
Q2 | $5.5M | Sell |
210,619
-2,555
| -1% | -$66.8K | 1.48% | 20 |
|
|
2023
Q1 | $5.48M | Sell |
213,174
-9,738
| -4% | -$251K | 1.61% | 17 |
|
|
2022
Q4 | $5.36M | Sell |
222,912
-2,818
| -1% | -$67.8K | 1.76% | 16 |
|
|
2022
Q3 | $4.79M | Sell |
225,730
-6,468
| -3% | -$137K | 1.69% | 18 |
|
|
2022
Q2 | $5.52M | Sell |
232,198
-2,036
| -0.9% | -$48.4K | 1.85% | 17 |
|
|
2022
Q1 | $6.45M | Buy |
+234,234
| New | +$6.45M | 2.22% | 14 |
|
|
2021
Q4 | – | Sell |
-248,287
| Closed | -$7.19M | – | 73 |
|
|
2021
Q3 | $7.19M | Sell |
248,287
-1,040
| -0.4% | -$30.1K | 2.69% | 10 |
|
|
2021
Q2 | $7.53M | Sell |
249,327
-1,139
| -0.5% | -$34.4K | 2.98% | 10 |
|
|
2021
Q1 | $7.24M | Hold |
250,466
| – | – | 3.07% | 10 |
|
|
2020
Q4 | $6.93M | Sell |
250,466
-599
| -0.2% | -$16.6K | 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 | +$5.92M | 3.48% | 8 |
|