Forvis Mazars Wealth Advisors, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1352864
Springfield, MO
Position in CWI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$25,540,312
+$2,233,763 QoQ
Shares Held
627,989
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#10
of 156 holders
Holding Since
Mar 2020
26 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
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,540,312 | 627,989 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $23,306,549 | 636,965 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $24,219,850 | 674,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,904,346 | 684,546 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,072,461 | 706,444 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $21,049,364 | 711,608 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,624,526 | 773,963 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $24,083,427 | 791,177 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,134,230 | 781,852 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $22,183,069 | 781,094 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,077,517 | 779,494 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $19,948,214 | 801,455 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $21,295,845 | 814,996 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $21,391,741 | 831,393 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $26,702,870 | 1,109,845 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,107,855 | 240,823 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,042,722 | 127,953 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,756,898 | 100,178 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,054,776 | 104,223 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,083,856 | 106,450 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,476,593 | 115,119 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,507,245 | 121,316 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $3,452,130 | 124,851 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,025,634 | 125,806 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,012,964 | 132,964 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $3,815,366 | 193,477 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||