United Capital Financial Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
69,006
-10,397
| -13% | -$340K | 0.02% | 416 |
|
|
2025
Q1 | $2.35M | Sell |
79,403
-30
| -0% | -$887 | 0.02% | 394 |
|
|
2024
Q4 | $2.22M | Sell |
79,433
-3,959
| -5% | -$111K | 0.02% | 400 |
|
|
2024
Q3 | $2.54M | Sell |
83,392
-2,051
| -2% | -$62.4K | 0.02% | 368 |
|
|
2024
Q2 | $2.42M | Sell |
85,443
-13,645
| -14% | -$386K | 0.02% | 368 |
|
|
2024
Q1 | $2.81M | Sell |
99,088
-12,295
| -11% | -$349K | 0.02% | 366 |
|
|
2023
Q4 | $3.01M | Sell |
111,383
-42,276
| -28% | -$1.14M | 0.03% | 352 |
|
|
2023
Q3 | $3.82M | Sell |
153,659
-4,521
| -3% | -$113K | 0.03% | 335 |
|
|
2023
Q2 | $4.13M | Buy |
158,180
+1,217
| +0.8% | +$31.8K | 0.02% | 340 |
|
|
2023
Q1 | $4.04M | Sell |
156,963
-9,085
| -5% | -$234K | 0.02% | 347 |
|
|
2022
Q4 | $4M | Sell |
166,048
-46,990
| -22% | -$1.13M | 0.02% | 364 |
|
|
2022
Q3 | $4.52M | Sell |
213,038
-23,930
| -10% | -$508K | 0.03% | 335 |
|
|
2022
Q2 | $5.64M | Sell |
236,968
-23,180
| -9% | -$551K | 0.03% | 324 |
|
|
2022
Q1 | $7.16M | Sell |
260,148
-15,942
| -6% | -$439K | 0.03% | 311 |
|
|
2021
Q4 | $8.09M | Sell |
276,090
-6,140
| -2% | -$180K | 0.04% | 302 |
|
|
2021
Q3 | $8.18M | Buy |
282,230
+792
| +0.3% | +$22.9K | 0.04% | 298 |
|
|
2021
Q2 | $8.5M | Sell |
281,438
-8,450
| -3% | -$255K | 0.04% | 296 |
|
|
2021
Q1 | $8.38M | Buy |
289,888
+15,016
| +5% | +$434K | 0.05% | 280 |
|
|
2020
Q4 | $7.6M | Buy |
274,872
+13,659
| +5% | +$378K | 0.05% | 288 |
|
|
2020
Q3 | $6.28M | Buy |
261,213
+15,300
| +6% | +$368K | 0.04% | 307 |
|
|
2020
Q2 | $5.57M | Sell |
245,913
-13,848
| -5% | -$314K | 0.04% | 331 |
|
|
2020
Q1 | $5.12M | Buy |
259,761
+40,965
| +19% | +$808K | 0.04% | 333 |
|
|
2019
Q4 | $5.64M | Buy |
218,796
+25,726
| +13% | +$663K | 0.04% | 398 |
|
|
2019
Q3 | $4.64M | Buy |
193,070
+62,957
| +48% | +$1.51M | 0.03% | 426 |
|
|
2019
Q2 | $3.18M | Buy |
130,113
+49,503
| +61% | +$1.21M | 0.02% | 503 |
|
|
2019
Q1 | $1.95M | Buy |
80,610
+56,116
| +229% | +$1.35M | 0.01% | 591 |
|
|
2018
Q4 | $535K | Buy |
+24,494
| New | +$535K | ﹤0.01% | 897 |
|