Sterling Group Wealth Management, LLC
Position in CWI — State Street SPDR MSCI ACWI ex-US ETF
CIK 1852307
PASADENA, CA
Position in CWI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,751,673
+$47,951 QoQ
Shares Held
141,423
-9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
10.91%
of 13F equity value
Holder Rank
#38
of 156 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,751,673 | 141,423 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,703,722 | 155,882 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,613,757 | 156,285 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,621,456 | 160,981 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $5,057,531 | 154,854 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,755,369 | 160,763 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,309,968 | 154,258 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,594,796 | 150,946 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,229,768 | 149,409 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||