Sequoia Financial Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1599900
Akron, OH
Position in CWI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$13,387,841
+$57,139 QoQ
Shares Held
365,888
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
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%
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 | $13,387,841 | 365,888 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,330,702 | 371,122 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,042,689 | 373,502 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $12,291,591 | 376,350 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,584,755 | 526,868 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,176,924 | 543,197 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $16,892,038 | 554,929 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,178,202 | 571,466 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,399,394 | 647,866 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,888,366 | 661,552 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $17,436,764 | 700,553 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $18,600,483 | 711,844 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,259,934 | 748,540 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $20,079,032 | 834,540 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $17,877,124 | 842,863 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $21,167,743 | 890,149 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $25,911,428 | 941,549 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $27,972,291 | 954,360 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $10,144,743 | 350,181 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $28,712,921 | 950,759 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $26,366,845 | 912,032 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $29,476,033 | 1,066,041 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $26,316,520 | 1,094,242 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $27,576,540 | 1,216,970 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $27,484,276 | 1,393,726 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||