Newton One Investments LLC

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

CIK 1842787 NEWARK, DE

Position in CWI

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$48,225

-$3,643 QoQ

Shares Held

1,318

-8.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,225	1,318	-8.7%	Shares	Sole	2026-04-24
2025-12-31	$51,868	1,444	+1.8%	Shares	Sole	2026-01-23
2025-09-30	$49,551	1,419	0.0%	Shares	Sole	2025-10-10
2025-06-30	$46,344	1,419	+1.4%	Shares	Sole	2025-07-16
2025-03-31	$41,412	1,400	0.0%	Shares	Sole	2025-04-21
2024-12-31	$39,116	1,400	+1.4%	Shares	Sole	2025-01-27
2024-06-30	$39,067	1,380	+1.4%	Shares	Sole	2024-07-17
2024-03-31	$38,652	1,361	0.0%	Shares	Sole	2024-04-16
2023-12-31	$36,801	1,361	+1.3%	Shares	Sole	2024-01-23
2023-09-30	$33,427	1,343	0.0%	Shares	Sole	2023-10-23
2023-06-30	$35,092	1,343	+1.6%	Shares	Sole	2023-07-20
2023-03-31	$34,015	1,322	0.0%	Shares	Sole	2023-04-19
2022-12-31	$31,807	1,322	0.0%	Shares	Sole	2023-01-23
2022-09-30	$28,039	1,322	0.0%	Shares	Sole	2022-10-19
2022-06-30	$31,437	1,322	0.0%	Shares	Sole	2022-07-11
2022-03-31	$36,381	1,322	0.0%	Shares	Sole	2022-04-28
2021-12-31	$38,747	1,322	+1.5%	Shares	Sole	2022-01-25
2021-09-30	$37,718	1,302	0.0%	Shares	Sole	2021-10-19
2021-06-30	$39,320	1,302	+1.0%	Shares	Sole	2021-07-16
2021-03-31	$37,264	1,289	0.0%	Shares	Sole	2021-04-23
2020-12-31	$35,640	1,289	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.