WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1632972
PLYMOUTH, MN
Position in CWI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$10,766,205
-$6,218,171 QoQ
Shares Held
294,239
-37.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,766,205 | 294,239 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $16,984,376 | 472,839 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,719,246 | 507,424 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,611,464 | 569,855 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $17,717,059 | 598,954 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $18,812,421 | 673,315 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $24,070,247 | 790,744 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,616,513 | 834,211 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $25,870,923 | 910,948 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $25,671,397 | 949,386 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $25,239,082 | 1,014,025 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,270 | 12,142 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $284,496 | 11,057 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||