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SPDR MSCI ACWI ex-US shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $625k 22k 28.40
2023-12-31 $350k 13k 27.04
2023-09-30 $233k 9.4k 24.89
2023-06-30 $240k 9.2k 26.13

More positions owned by Simplicity Wealth

Vanguard Index Fds Large Cap Etf (VV)
Sprott Physical Gold & Silve Tr Unit (CEF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Sprott Physical Gold Tr Unit (PHYS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding SPDR MSCI ACWI ex-US

Bank of America Corporation
Pnc Financial Services
Honkamp Krueger Financial Services
HighTower Advisors
GLOBALT Investments LLC / GA
Huntington National Bank
Pitcairn Company
Hengehold Capital Management
CliftonLarsonAllen Wealth Advisors
Eastern Bank
Wealth Enhancement Advisory Services
BKD Wealth Advisors
Branch Banking & Trust Company
Lodestar Private Asset Management
Sequoia Financial Advisors

View all funds holding SPDR MSCI ACWI ex-US