Stegner Investment Associates Inc.
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1907433
LOUISVILLE, KY
Position in CWI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$341,860
+$4,356 QoQ
Shares Held
9,343
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $341,860 | 9,343 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $337,504 | 9,396 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $431,785 | 12,365 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $403,840 | 12,365 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $385,042 | 13,017 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $407,896 | 14,599 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $427,682 | 14,050 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $411,514 | 14,536 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $417,650 | 14,706 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $396,054 | 14,647 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $349,156 | 14,028 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $340,918 | 13,047 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $299,703 | 11,648 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $250,608 | 10,416 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $220,923 | 10,416 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $354,155 | 14,893 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $772,018 | 28,053 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $825,750 | 28,173 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||