IAG Wealth Partners, LLC
Position in CWI — State Street(R) SPDR(R) MSCI ACWI ex-US ETF
CIK 1827261
Waukesha, WI
All Filings in CWI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,504,322 | 282,870 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,247,688 | 280,068 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,779,255 | 272,251 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,033,842 | 287,338 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,872,268 | 302,274 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,335,270 | 315,594 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,305,919 | 333,068 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,359,614 | 340,329 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $9,796,760 | 346,053 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,932,303 | 349,729 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,574,891 | 354,101 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $8,145,227 | 327,249 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,461,704 | 323,831 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,261,800 | 321,096 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,161,025 | 297,632 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $5,070,823 | 239,077 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,710,413 | 198,083 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,594,943 | 94,293 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,710,150 | 58,347 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,008,445 | 34,810 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $561,629 | 18,597 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $221,537 | 7,663 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||