Cornerstone Wealth Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1674117
ST. PETERS, MO
Position in CWI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$519,504
+$6,531 QoQ
Shares Held
14,198
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $519,504 | 14,198 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $512,973 | 14,281 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $498,308 | 14,270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $437,970 | 13,410 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $396,431 | 13,402 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $384,035 | 13,745 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $408,352 | 13,415 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $379,778 | 13,415 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $438,240 | 15,431 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $435,722 | 16,114 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $286,931 | 11,528 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $301,226 | 11,528 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $271,811 | 10,564 | Shares | Sole | 2023-05-15 | |
| 2021-09-30 | $202,876 | 7,003 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $258,904 | 8,573 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $284,358 | 9,836 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||