WFA of San Diego’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
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|
2024
Q3 | $667K | Hold |
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|
2024
Q2 | $620K | Buy |
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|
2023
Q3 | $568K | Sell |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $739K | Sell |
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|
2022
Q1 | $871K | Hold |
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|
2021
Q4 | $927K | Sell |
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|
2021
Q3 | $948K | Sell |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $27 | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.11M | Buy |
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