Waverly Advisors’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Waverly Advisors’s Portfolio CWI Stock Details CWI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.5M	Buy
2025 Q2	$8.98M	Buy
2025 Q1	$7.69M	Buy
2024 Q4	$6.5M	Sell
2024 Q3	$7.09M	Sell
2024 Q2	$6.71M	Buy
2024 Q1	$959K	Buy