SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1079935
LOS ANGELES, CA
Position in CWI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$23,566,959
+$3,685,671 QoQ
Shares Held
644,082
+16.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,566,959 | 644,082 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $19,881,288 | 553,488 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,489,410 | 558,116 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,567,111 | 568,497 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $16,831,640 | 569,021 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,862,878 | 496,166 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $16,575,919 | 544,544 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $14,768,760 | 521,680 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $13,871,155 | 488,421 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||