MONOGRAPH WEALTH ADVISORS, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1776588
MANHATTAN BEACH, CA
Position in CWI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,019,875
+$202,633 QoQ
Shares Held
49,665
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#41
of 89 holders
Holding Since
Dec 2021
19 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
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,019,875 | 49,665 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,817,242 | 49,665 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,783,966 | 49,665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,734,301 | 49,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,622,058 | 49,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,469,090 | 49,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,387,640 | 49,665 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,511,802 | 49,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,406,016 | 49,665 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,410,486 | 49,665 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,342,941 | 49,665 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,236,161 | 49,665 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,297,746 | 49,665 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,277,880 | 49,665 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,194,939 | 49,665 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,053,394 | 49,665 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,181,033 | 49,665 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,366,780 | 49,665 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,455,681 | 49,665 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||