BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 2010186
CINCINNATI, OH
Position in CWI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$12,111
+$222 QoQ
Shares Held
331
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,111 | 331 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,889 | 331 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,558 | 331 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $10,810 | 331 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,790 | 331 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,248 | 331 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,075 | 331 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,370 | 331 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,400 | 331 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,950 | 331 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,238 | 331 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $8,649 | 331 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $8,516 | 331 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $7,963 | 331 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $7,020 | 331 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $7,871 | 331 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $9,109 | 331 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $9,589 | 331 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $9,996 | 331 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $9,569 | 331 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $9,152 | 331 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $7,960 | 331 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $7,500 | 331 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $6,527 | 331 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||