EP Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1540569
TORRANCE, CA
Position in CWI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$284,161
+$21,884 QoQ
Shares Held
6,987
-2.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 89 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,161 | 6,987 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $262,277 | 7,168 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $260,707 | 7,258 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $222,675 | 6,818 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $199,073 | 6,730 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||