CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 944361
MINNEAPOLIS, MN
Position in CWI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$32,199,163
-$6,375,432 QoQ
Shares Held
879,999
-18.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,199,163 | 879,999 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $38,574,595 | 1,073,903 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $39,449,054 | 1,129,698 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $37,495,051 | 1,148,042 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $35,147,577 | 1,188,221 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $33,922,959 | 1,214,136 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $36,706,347 | 1,205,859 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $34,192,166 | 1,207,777 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $33,552,129 | 1,181,413 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $30,017,320 | 1,110,108 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $27,345,050 | 1,098,636 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $27,355,836 | 1,046,913 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $26,988,711 | 1,048,920 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $27,658,148 | 1,149,549 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $27,365,809 | 1,150,791 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $28,804,853 | 1,046,688 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $26,300,449 | 897,320 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $25,044,304 | 864,491 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $24,442,430 | 809,352 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $24,674,945 | 853,509 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $24,933,000 | 901,736 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $21,731,123 | 903,581 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $20,031,507 | 884,003 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||