EverSource Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1710537
BIRMINGHAM, AL
Position in CWI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,245
-$4,427 QoQ
Shares Held
362
-26.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,245 | 362 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $17,672 | 492 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||