SPDR MSCI ACWI ex-US shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of SPDR MSCI ACWI ex-US (CWI) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in SPDR MSCI ACWI ex-US
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Quarterly reported holdings in SPDR MSCI ACWI ex-US by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $201k | 7.1k | 28.40 |
| 2023-12-31 | $236k | 8.7k | 27.04 |
| 2023-09-30 | $217k | 8.7k | 24.89 |
| 2023-06-30 | $228k | 8.7k | 26.13 |
| 2023-03-31 | $224k | 8.7k | 25.73 |
| 2022-12-31 | $217k | 9.0k | 24.06 |
| 2022-09-30 | $191k | 9.0k | 21.22 |
| 2022-06-30 | $219k | 9.2k | 23.74 |
| 2022-03-31 | $253k | 9.2k | 27.48 |
| 2021-12-31 | $270k | 9.2k | 29.33 |
| 2021-09-30 | $278k | 9.6k | 28.96 |
| 2021-06-30 | $290k | 9.6k | 30.21 |
| 2021-03-31 | $292k | 10k | 28.91 |
| 2020-12-31 | $277k | 10k | 27.68 |
| 2020-09-30 | $246k | 10k | 24.04 |
| 2020-06-30 | $232k | 10k | 22.62 |
| 2020-03-31 | $181k | 9.2k | 19.68 |
| 2019-12-31 | $238k | 9.2k | 25.77 |
| 2019-09-30 | $222k | 9.2k | 24.09 |
| 2019-06-30 | $248k | 6.8k | 36.70 |
| 2019-03-31 | $244k | 6.7k | 36.17 |
| 2018-12-31 | $221k | 6.7k | 32.77 |
| 2018-09-30 | $257k | 6.9k | 37.32 |
| 2018-06-30 | $255k | 6.9k | 37.03 |
| 2018-03-31 | $267k | 6.9k | 38.82 |
| 2017-12-31 | $280k | 7.2k | 39.00 |
| 2017-09-30 | $247k | 6.5k | 37.90 |
| 2017-06-30 | $289k | 8.1k | 35.71 |
| 2017-03-31 | $262k | 8.3k | 31.55 |
| 2016-12-31 | $262k | 8.3k | 31.55 |
| 2016-09-30 | $321k | 9.9k | 32.44 |
| 2016-06-30 | $380k | 13k | 30.42 |
| 2016-03-31 | $411k | 13k | 30.80 |
| 2015-12-31 | $559k | 18k | 30.81 |
| 2015-09-30 | $391k | 13k | 30.40 |
| 2015-06-30 | $406k | 12k | 34.42 |
| 2015-03-31 | $388k | 11k | 34.66 |
| 2014-12-31 | $297k | 8.9k | 33.42 |
| 2014-09-30 | $296k | 8.5k | 35.02 |
| 2014-06-30 | $258k | 6.9k | 37.15 |