FINANCIAL CONSULATE, INC

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

CIK 1624510 HUNT VALLEY, MD

Position in CWI

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

Position Value

$1,083,539

+$2,455 QoQ

Shares Held

29,613

-1.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 87% Shared 0% None 13%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,083,539	29,613	-1.6%	Shares	Sole	2026-04-21
2025-12-31	$1,081,084	30,097	-0.2%	Shares	Sole	2026-01-22
2025-09-30	$1,053,571	30,171	0.0%	Shares	Sole	2025-10-21
2025-06-30	$985,384	30,171	-19.4%	Shares	Sole	2025-07-18
2024-12-31	$1,046,380	37,451	-0.1%	Shares	Sole	2025-02-03
2024-09-30	$1,141,286	37,493	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$1,069,070	37,763	-2.2%	Shares	Sole	2024-07-22
2024-03-31	$1,096,637	38,614	-1.7%	Shares	Sole	2024-04-23
2023-12-31	$1,062,293	39,286	-4.5%	Shares	Sole	2024-02-01
2023-09-30	$1,023,800	41,133	-95.5%	Shares	Sole	2023-10-24
2023-06-30	$24,098,862	922,268	+13.0%	Shares	Sole	2023-07-21
2023-03-31	$21,000,620	816,192	+2.2%	Shares	Sole	2023-04-17
2022-12-31	$19,220,451	798,855	+0.7%	Shares	Sole	2023-01-11
2022-09-30	$16,832,277	793,601	+6.7%	Shares	Sole	2022-10-20
2022-06-30	$17,680,215	743,491	+6.6%	Shares	Sole	2022-07-19
2022-03-31	$19,198,117	697,606	+10.2%	Shares	Sole	2022-04-28
2021-12-31	$18,551,911	632,955	+7.2%	Shares	Sole	2022-02-07
2021-09-30	$17,109,913	590,608	+6.0%	Shares	Sole	2021-10-19
2021-06-30	$16,825,144	557,124	+5.6%	Shares	Sole	2021-07-22
2021-03-31	$15,257,194	527,748	+1.2%	Shares	Sole	2021-04-19
2020-12-31	$14,413,474	521,283	+0.2%	Shares	Sole	2021-01-29
2020-09-30	$12,509,944	520,164	+3.4%	Shares	Sole	2020-10-20
2020-06-30	$11,400,563	503,114	+6.8%	Shares	Sole	2020-07-22
2020-03-31	$9,285,970	470,891	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.