Van Hulzen Asset Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1600145
EL DORADO HILLS, CA
Position in CWI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$248,226
+$38,957 QoQ
Shares Held
6,784
+16.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,226 | 6,784 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $209,269 | 5,826 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $81,249 | 2,908 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||