Wealth Enhancement Advisory Services’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 | $18.7M | Sell |
569,855
-29,099
| -5% | -$955K | 0.03% | 438 |
|
|
2025
Q1 | $17.7M | Sell |
598,954
-74,361
| -11% | -$2.2M | 0.03% | 432 |
|
|
2024
Q4 | $18.8M | Sell |
673,315
-117,429
| -15% | -$3.28M | 0.04% | 387 |
|
|
2024
Q3 | $24.1M | Sell |
790,744
-43,467
| -5% | -$1.32M | 0.05% | 317 |
|
|
2024
Q2 | $23.6M | Sell |
834,211
-76,737
| -8% | -$2.17M | 0.06% | 301 |
|
|
2024
Q1 | $25.9M | Sell |
910,948
-38,438
| -4% | -$1.09M | 0.07% | 274 |
|
|
2023
Q4 | $25.7M | Sell |
949,386
-64,639
| -6% | -$1.75M | 0.07% | 251 |
|
|
2023
Q3 | $25.2M | Buy |
1,014,025
+1,001,883
| +8,251% | +$24.9M | 0.08% | 233 |
|
|
2023
Q2 | $317K | Buy |
12,142
+1,085
| +10% | +$28.4K | ﹤0.01% | 425 |
|
|
2023
Q1 | $284K | Buy |
+11,057
| New | +$284K | ﹤0.01% | 449 |
|