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SPDR MSCI ACWI ex-US shares owned by SpringVest Wealth Management

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

Historical chart of SpringVest Wealth Management 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 SpringVest Wealth Management 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 SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $409k 12k 34.92
2025-06-30 $590k 18k 32.66
2025-03-31 $1.0M 34k 29.58
2024-12-31 $955k 34k 27.94

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

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