MONECO ADVISORS, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1765690
FAIRFIELD, CT
Position in CWI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$439,398
+$32,445 QoQ
Shares Held
10,804
-2.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#61
of 89 holders
Holding Since
Mar 2021
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,398 | 10,804 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $406,953 | 11,122 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $399,502 | 11,122 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $408,389 | 11,695 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $443,098 | 13,567 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $409,209 | 13,834 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $387,304 | 13,862 | Shares | Sole | 2025-08-15 | |
| 2022-06-30 | $231,070 | 9,717 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $270,549 | 9,831 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $288,146 | 9,831 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $442,574 | 15,277 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $650,236 | 21,531 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $710,434 | 24,574 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||