BAKER TILLY WEALTH MANAGEMENT, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1840565
MADISON, WI
Position in CWI
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$706,406
+$12,935 QoQ
Shares Held
19,306
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $706,406 | 19,306 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $693,471 | 19,306 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $674,165 | 19,306 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $630,533 | 19,306 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $571,071 | 19,306 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $713,615 | 25,541 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||