ENVESTNET ASSET MANAGEMENT INC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1407543
Berwyn, PA
Position in CWI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$26,946,851
+$5,077,929 QoQ
Shares Held
736,454
+21.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $26,946,851 | 736,454 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,868,922 | 608,823 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,437,566 | 642,542 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $20,170,652 | 617,595 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $18,160,877 | 613,958 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $16,492,562 | 590,285 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,142,348 | 366,043 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $25,197,457 | 890,055 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $26,104,371 | 919,168 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,818,251 | 363,101 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,643,063 | 427,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,682,069 | 447,075 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,010,947 | 427,942 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,451,976 | 434,413 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,232,722 | 482,448 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,278,174 | 348,115 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,411,641 | 378,330 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,571,822 | 394,808 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $11,618,997 | 401,070 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $11,996,950 | 397,250 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $11,216,039 | 387,964 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $9,802,809 | 354,532 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,262,714 | 343,564 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $6,573,530 | 290,094 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $6,000,894 | 304,305 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||