Towneley Capital Management’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
Q3
$497K Sell
2025
Q2
$474K Sell
2025
Q1
$684K Hold
2024
Q4
$646K Sell
2024
Q3
$928K Sell
2024
Q2
$962K Sell
2024
Q1
$1.2M Hold
2023
Q4
$1.15M Buy