Avantax Planning Partners, Inc.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1005441
DUBUQUE, IA
Position in CWI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$84,170,611
+$2,827,113 QoQ
Shares Held
2,300,372
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,170,611 | 2,300,372 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $81,343,498 | 2,264,574 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $82,621,348 | 2,366,018 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $78,198,850 | 2,394,331 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $61,359,775 | 2,074,367 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $53,707,190 | 1,922,233 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $49,309,573 | 1,619,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,364,032 | 1,920,312 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $56,331,002 | 1,983,486 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $60,273,728 | 2,229,058 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $39,295,411 | 1,578,763 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $39,609,291 | 1,515,855 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $39,607,449 | 1,539,349 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $37,054,878 | 1,540,103 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $25,156,502 | 1,186,068 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $33,516,697 | 1,409,449 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $38,251,534 | 1,389,954 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,533,331 | 564,085 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $5,579,506 | 192,596 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,914,035 | 195,829 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,675,177 | 196,305 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,913,920 | 213,885 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,962,860 | 247,936 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,739,619 | 253,293 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $10,901,728 | 552,826 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||