Opal Wealth Advisors, LLC

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

CIK 1844201 JERICHO, NY

Position in CWI

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$5,420,259

+$291,674 QoQ

Shares Held

148,135

+3.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,420,259	148,135	+3.8%	Shares	Sole	2026-04-14
2025-12-31	$5,128,585	142,778	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$5,067,974	145,131	+5.2%	Shares	Sole	2025-10-24
2025-06-30	$4,504,499	137,921	+3.4%	Shares	Sole	2025-07-14
2025-03-31	$3,944,640	133,355	+12.0%	Shares	Sole	2025-04-16
2024-12-31	$3,327,542	119,096	+17.9%	Shares	Sole	2025-01-29
2024-09-30	$3,074,927	101,016	+3.5%	Shares	Sole	2024-10-15
2024-06-30	$2,762,546	97,582	+3.4%	Shares	Sole	2024-07-12
2024-03-31	$2,679,710	94,356	+11.6%	Shares	Sole	2024-04-11
2023-12-31	$2,285,393	84,519	+7.4%	Shares	Sole	2024-01-22
2023-09-30	$1,959,067	78,709	+6.4%	Shares	Sole	2023-10-18
2023-06-30	$1,932,339	73,951	+5.6%	Shares	Sole	2023-07-27
2023-03-31	$1,802,566	70,057	+28.3%	Shares	Sole	2023-04-19
2022-12-31	$1,313,266	54,583	-5.9%	Shares	Sole	2023-02-03
2022-09-30	$1,230,476	58,014	+7.6%	Shares	Sole	2022-10-17
2022-06-30	$1,282,098	53,915	-9.2%	Shares	Sole	2022-08-10
2022-03-31	$1,634,082	59,378	+31.6%	Shares	Sole	2022-05-09
2021-12-31	$1,322,349	45,116	+11.1%	Shares	Sole	2022-01-31
2021-09-30	$1,176,935	40,626	+19.7%	Shares	Sole	2021-11-05
2021-06-30	$1,025,350	33,952	+5.5%	Shares	Sole	2021-08-02
2021-03-31	$930,179	32,175	+13.4%	Shares	Sole	2021-04-29
2020-12-31	$784,458	28,371	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.