Waverly 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 | $8.98M | Buy |
275,064
+15,254
| +6% | +$498K | 0.1% | 205 |
|
|
2025
Q1 | $7.69M | Buy |
259,810
+27,038
| +12% | +$800K | 0.09% | 216 |
|
|
2024
Q4 | $6.5M | Sell |
232,772
-132
| -0.1% | -$3.69K | 0.1% | 183 |
|
|
2024
Q3 | $7.09M | Sell |
232,904
-4,182
| -2% | -$127K | 0.13% | 153 |
|
|
2024
Q2 | $6.71M | Buy |
237,086
+203,322
| +602% | +$5.76M | 0.13% | 149 |
|
|
2024
Q1 | $959K | Buy |
+33,764
| New | +$959K | 0.02% | 377 |
|