TD PRIVATE CLIENT WEALTH LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1551017
NEW YORK, NY
Position in CWI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,211,106
+$521,476 QoQ
Shares Held
115,089
+12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,211,106 | 115,089 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,689,630 | 102,718 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,493,047 | 100,030 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,028,202 | 92,719 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,957,467 | 99,982 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $2,122,098 | 75,952 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $538,087 | 17,677 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $302,180 | 10,674 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||