Simplicity Wealth,LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1913243
SUMMIT, NJ
Position in CWI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$509,991
+$16,630 QoQ
Shares Held
13,938
+1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,991 | 13,938 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $493,361 | 13,735 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $465,099 | 13,319 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $829,955 | 25,412 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $354,131 | 11,972 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $361,475 | 11,875 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $665,228 | 23,498 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $625,027 | 22,008 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $350,005 | 12,944 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $233,293 | 9,373 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $240,422 | 9,201 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||