Tobias Financial Advisors’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 | $6.26M | Sell |
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|
2025
Q1 | $5.79M | Hold |
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|
2024
Q4 | $5.47M | Sell |
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|
2024
Q3 | $5.97M | Sell |
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|
2024
Q2 | $5.55M | Buy |
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|
2024
Q1 | $5.56M | Sell |
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|
2023
Q4 | $5.3M | Sell |
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|
2023
Q3 | $5.23M | Sell |
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|
2023
Q2 | $5.5M | Sell |
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|
2023
Q1 | $5.48M | Sell |
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|
2022
Q4 | $5.36M | Sell |
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|
2022
Q3 | $4.79M | Sell |
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|
2022
Q2 | $5.52M | Sell |
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|
2022
Q1 | $6.45M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.19M | Sell |
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|
2021
Q2 | $7.53M | Sell |
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|
2021
Q1 | $7.24M | Hold |
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|
2020
Q4 | $6.92M | Sell |
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|
2020
Q3 | $6.04M | Sell |
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|
2020
Q2 | $5.92M | Buy |
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