WCFA
Walkner Condon Financial Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
136,585
+1,889
| +1% | +$61.7K | 0.82% | 29 |
|
|
2025
Q1 | $3.98M | Hold |
134,696
| – | – | 0.81% | 29 |
|
|
2024
Q4 | $3.76M | Hold |
134,696
| – | – | 0.76% | 33 |
|
|
2024
Q3 | $4.1M | Hold |
134,696
| – | – | 0.84% | 31 |
|
|
2024
Q2 | $3.81M | Buy |
134,696
+10,696
| +9% | +$303K | 0.82% | 34 |
|
|
2024
Q1 | $3.52M | Hold |
124,000
| – | – | 0.75% | 39 |
|
|
2023
Q4 | $3.35M | Hold |
124,000
| – | – | 0.76% | 35 |
|
|
2023
Q3 | $3.09M | Hold |
124,000
| – | – | 0.82% | 32 |
|
|
2023
Q2 | $3.24M | Hold |
124,000
| – | – | 0.86% | 30 |
|
|
2023
Q1 | $3.19M | Hold |
124,000
| – | – | 0.89% | 28 |
|
|
2022
Q4 | $2.98M | Hold |
124,000
| – | – | 0.89% | 29 |
|
|
2022
Q3 | $2.63M | Hold |
124,000
| – | – | 0.85% | 31 |
|
|
2022
Q2 | $2.95M | Hold |
124,000
| – | – | 0.92% | 29 |
|
|
2022
Q1 | $3.41M | Buy |
+124,000
| New | +$3.41M | 0.97% | 29 |
|