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Towneley Capital Management’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Towneley Capital Management’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$529K Hold
14,445
– – 0.11% 25
2025
Q4 		$519K Buy
14,445
+205
+1% +$7.26K 0.11% 23
2025
Q3 		$497K Sell
14,240
-286
-2% -$9.58K 0.11% 23
2025
Q2 		$474K Sell
14,526
-8,596
-37% -$264K 0.11% 22
2025
Q1 		$684K Hold
23,122
– – 0.16% 23
2024
Q4 		$646K Sell
23,122
-7,377
-24% -$216K 0.15% 28
2024
Q3 		$928K Sell
30,499
-3,499
-10% -$101K 0.21% 24
2024
Q2 		$962K Sell
33,998
-8,360
-20% -$237K 0.23% 26
2024
Q1 		$1.2M Hold
42,358
– – 0.3% 24
2023
Q4 		$1.15M Buy
+42,358
New +$1.08M 0.29% 24

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