GoalVest Advisory LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1839307
NEW YORK, NY
Position in CWI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$255,361
+$4,676 QoQ
Shares Held
6,979
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $255,361 | 6,979 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $250,685 | 6,979 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $243,706 | 6,979 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $227,934 | 6,979 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $206,438 | 6,979 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $196,949 | 7,049 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $214,571 | 7,049 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $199,557 | 7,049 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $200,191 | 7,049 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||