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SPDR MSCI ACWI ex-US shares owned by CVFG

Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by CVFG from 13F filings

Historical chart of CVFG investment in SPDR MSCI ACWI ex-US

Tip: Access up to 7 years of quarterly data

All positions including SPDR MSCI ACWI ex-US held by CVFG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR MSCI ACWI ex-US by CVFG

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 169k 34.92
2025-06-30 $5.3M 163k 32.66
2025-03-31 $4.6M 154k 29.58
2024-12-31 $4.0M 144k 27.94

More positions owned by CVFG

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group Core Balanced SHS (CGBL)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for CVFG

Top funds holding SPDR MSCI ACWI ex-US

Pnc Financial Services
Merit Financial Group
Honkamp Krueger Financial Services
HighTower Advisors
LPL Financial
GLOBALT Investments LLC / GA
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
Lodestar Private Asset Management
Branch Banking & Trust Company
3EDGE Asset Management
Pitcairn Company
BKD Wealth Advisors
Envestnet Asset Management
Morgan Stanley

View all funds holding SPDR MSCI ACWI ex-US