Sharkey, Howes & Javer
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1642246
DENVER, CO
Position in CWI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$231,395
-$108,515 QoQ
Shares Held
6,324
-33.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,395 | 6,324 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $339,910 | 9,463 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $330,447 | 9,463 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $327,449 | 10,026 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $497,121 | 16,806 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $615,993 | 22,047 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $711,200 | 23,364 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,105,170 | 180,331 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,452,118 | 191,976 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,456,644 | 201,799 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $7,546,025 | 303,175 | Shares | Sole | 2023-10-31 | |
| 2020-03-31 | $281,798 | 14,290 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||