Focus Partners Wealth
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1542153
ST LOUIS, MO
Position in CWI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,140,443
+$475,475 QoQ
Shares Held
126,394
-0.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 89 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,140,443 | 126,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,664,968 | 127,493 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,902,469 | 136,483 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,785,716 | 137,048 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,916,995 | 150,551 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,437,029 | 150,001 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $4,822,164 | 172,590 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $5,057,392 | 166,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,709,538 | 166,356 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,684,012 | 164,930 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,516,842 | 167,043 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||