True Link Financial Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1846236
SAN FRANCISCO, CA
Position in CWI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$267,911
-$7,164 QoQ
Shares Held
7,322
-4.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $267,911 | 7,322 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $275,075 | 7,658 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||