Joseph Group Capital Management
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1910383
COLUMBUS, OH
Position in CWI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,781
-$3,844 QoQ
Shares Held
322
-26.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
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 | $11,781 | 322 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,625 | 435 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $22,244 | 637 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $25,376 | 777 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $40,465 | 1,368 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $35,064 | 1,255 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,256 | 764 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $26,498 | 936 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,301 | 1,243 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,181 | 1,523 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,471 | 943 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,407 | 781 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $31,750 | 1,234 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $32,601 | 1,355 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,294 | 1,004 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $24,802 | 1,043 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $17,943 | 652 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $19,110 | 652 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||