FIRST AMERICAN TRUST, FSB
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 36066
SANTA ANA, CA
Position in CWI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,837,553
+$901,358 QoQ
Shares Held
77,550
+43.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,837,553 | 77,550 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,936,195 | 53,903 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,929,609 | 55,258 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,791,530 | 54,854 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,550,258 | 52,409 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,312,285 | 46,968 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||