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CVFG LLC

Position in CWI — State Street SPDR MSCI ACWI ex-US ETF

CIK 2050974 SHELBYVILLE, IN

Position in CWI

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$7,000,608
+$642,876 QoQ
Shares Held
172,132
-0.9% QoQ
Ownership
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#22
of 89 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,000,608 172,132
2026-03-31 $6,357,732 173,756
2025-12-31 $6,319,405 175,930
2025-09-30 $5,894,530 168,801
2025-06-30 $5,316,950 162,797
2025-03-31 $4,568,068 154,431
2024-12-31 $4,017,269 143,782