JFS WEALTH ADVISORS, LLC

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 1568068 HERMITAGE, PA

Position in CWI

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$174,095

-$64,557 QoQ

Shares Held

4,758

-28.4% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$174,095	4,758	-28.4%	Shares	Sole	2026-04-21
2025-12-31	$238,652	6,644	-1.3%	Shares	Sole	2026-01-14
2025-09-30	$234,976	6,729	0.0%	Shares	Sole	2025-11-10
2025-06-30	$219,769	6,729	0.0%	Shares	Sole	2025-07-24
2025-03-31	$199,043	6,729	+1.3%	Shares	Sole	2025-04-22
2024-12-31	$185,633	6,644	-6.3%	Shares	Sole	2025-01-31
2024-09-30	$215,910	7,093	0.0%	Shares	Sole	2024-10-25
2024-06-30	$200,802	7,093	0.0%	Shares	Sole	2024-07-15
2024-03-31	$201,441	7,093	-18.7%	Shares	Sole	2024-04-30
2023-12-31	$235,842	8,722	+0.2%	Shares	Sole	2024-02-07
2023-09-30	$216,692	8,706	0.0%	Shares	Sole	2023-11-02
2023-06-30	$227,487	8,706	-0.0%	Shares	Sole	2023-08-07
2023-03-31	$224,056	8,708	-3.4%	Shares	Sole	2023-04-19
2022-12-31	$216,997	9,019	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$190,932	9,002	-2.4%	Shares	Sole	2022-10-21
2022-06-30	$219,370	9,225	+0.2%	Shares	Sole	2022-08-02
2022-03-31	$253,349	9,206	0.0%	Shares	Sole	2022-05-02
2021-12-31	$269,827	9,206	-4.1%	Shares	Sole	2022-02-03
2021-09-30	$278,112	9,600	0.0%	Shares	Sole	2021-11-09
2021-06-30	$289,920	9,600	-5.0%	Shares	Sole	2021-08-04
2021-03-31	$292,048	10,102	+0.9%	Shares	Sole	2021-04-28
2020-12-31	$276,721	10,008	-2.2%	Shares	Sole	2021-02-01
2020-09-30	$246,151	10,235	-0.2%	Shares	Sole	2020-10-28
2020-06-30	$232,378	10,255	+11.5%	Shares	Sole	2020-08-05
2020-03-31	$181,325	9,195	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.