Simplicity Wealth,LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1913243
SUMMIT, NJ
Position in CWI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$684,476
+$174,485 QoQ
Shares Held
16,830
+20.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#85
of 156 holders
Holding Since
Jun 2023
12 quarters on record
Common Shares in CWI Over Time
Shares Held
Position Value (USD)
All Filings in CWI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,476 | 16,830 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||