TOBIAS FINANCIAL ADVISORS, INC.

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 1802080 Plantation, FL

Position in CWI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$7,467,012

+$753,589 QoQ

Shares Held

183,600

+0.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

10.74%

of 13F equity value

Holder Rank

#21

of 89 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,467,012	183,600	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$6,713,423	183,477	-3.7%	Shares	Sole	2026-05-13
2025-12-31	$6,840,425	190,435	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$6,666,507	190,908	-0.4%	Shares	Sole	2025-11-03
2025-06-30	$6,261,052	191,704	-2.0%	Shares	Sole	2025-08-13
2025-03-31	$5,786,380	195,618	0.0%	Shares	Sole	2025-05-15
2024-12-31	$5,465,566	195,618	-0.2%	Shares	Sole	2025-02-13
2024-09-30	$5,965,113	195,963	-0.1%	Shares	Sole	2024-10-30
2024-06-30	$5,552,468	196,131	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$5,562,878	195,876	-0.1%	Shares	Sole	2024-05-03
2023-12-31	$5,299,812	195,999	-6.7%	Shares	Sole	2024-02-14
2023-09-30	$5,226,153	209,970	-0.3%	Shares	Sole	2023-11-03
2023-06-30	$5,503,474	210,619	-1.2%	Shares	Sole	2023-08-03
2023-03-31	$5,484,967	213,174	-4.4%	Shares	Sole	2023-04-24
2022-12-31	$5,363,262	222,912	-1.2%	Shares	Sole	2023-02-13
2022-09-30	$4,787,733	225,730	-2.8%	Shares	Sole	2022-11-14
2022-06-30	$5,521,668	232,198	-0.9%	Shares	Sole	2022-08-12
2022-03-31	$6,446,119	234,234	-5.7%	Shares	Sole	2022-05-09
2021-09-30	$7,192,874	248,287	-0.4%	Shares	Sole	2021-11-15
2021-06-30	$7,529,675	249,327	-0.5%	Shares	Sole	2021-08-12
2021-03-31	$7,240,972	250,466	0.0%	Shares	Sole	2021-05-07
2020-12-31	$6,925,384	250,466	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$6,038,113	251,065	-3.9%	Shares	Sole	2020-11-05
2020-06-30	$5,919,811	261,245	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.