United Capital Financial Advisors’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

United Capital Financial Advisors’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	$1.94M	Sell	52,950 -6,946	-12%	-$262K	0.01%	557
2025 Q4	$2.15M	Sell	59,896 -7,391	-11%	-$262K	0.01%	522
2025 Q3	$2.35M	Sell	67,287 -1,719	-2%	-$57.6K	0.02%	432
2025 Q2	$2.25M	Sell	69,006 -10,397	-13%	-$320K	0.02%	419
2025 Q1	$2.35M	Sell	79,403 -30	-0%	-$879	0.02%	396
2024 Q4	$2.22M	Sell	79,433 -3,959	-5%	-$116K	0.02%	402
2024 Q3	$2.54M	Sell	83,392 -2,051	-2%	-$59.5K	0.02%	368
2024 Q2	$2.42M	Sell	85,443 -13,645	-14%	-$387K	0.02%	369
2024 Q1	$2.81M	Sell	99,088 -12,295	-11%	-$335K	0.02%	367
2023 Q4	$3.01M	Sell	111,383 -42,276	-28%	-$1.08M	0.03%	352
2023 Q3	$3.82M	Sell	153,659 -4,521	-3%	-$117K	0.03%	335
2023 Q2	$4.13M	Buy	158,180 +1,217	+0.8%	+$31.6K	0.02%	340
2023 Q1	$4.04M	Sell	156,963 -9,085	-5%	-$231K	0.02%	348
2022 Q4	$4M	Sell	166,048 -46,990	-22%	-$1.09M	0.02%	364
2022 Q3	$4.52M	Sell	213,038 -23,930	-10%	-$563K	0.03%	335
2022 Q2	$5.63M	Sell	236,968 -23,180	-9%	-$592K	0.03%	324
2022 Q1	$7.16M	Sell	260,148 -15,942	-6%	-$448K	0.03%	311
2021 Q4	$8.09M	Sell	276,090 -6,140	-2%	-$181K	0.04%	302
2021 Q3	$8.18M	Buy	282,230 +792	+0.3%	+$23.7K	0.04%	298
2021 Q2	$8.5M	Sell	281,438 -8,450	-3%	-$254K	0.04%	296
2021 Q1	$8.38M	Buy	289,888 +15,016	+5%	+$435K	0.05%	280
2020 Q4	$7.6M	Buy	274,872 +13,659	+5%	+$354K	0.05%	289
2020 Q3	$6.28M	Buy	261,213 +15,300	+6%	+$369K	0.04%	307
2020 Q2	$5.57M	Sell	245,913 -13,848	-5%	-$296K	0.04%	332
2020 Q1	$5.12M	Buy	259,761 +40,965	+19%	+$966K	0.04%	334
2019 Q4	$5.64M	Buy	218,796 +25,726	+13%	+$643K	0.04%	399
2019 Q3	$4.64M	Buy	193,070 +62,957	+48%	+$1.51M	0.03%	427
2019 Q2	$3.18M	Buy	130,113 +49,503	+61%	+$1.2M	0.02%	506
2019 Q1	$1.95M	Buy	80,610 +56,116	+229%	+$1.32M	0.01%	595
2018 Q4	$535K	Buy	+24,494	New	+$564K	﹤0.01%	897