Vima LLC
CWI icon

Vima LLC’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Vima LLC’s Portfolio CWI Stock Details CWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$30.3K Hold
750
– – 0.03% 190
2026
Q2 		$30.5K Buy
+750
New +$29.7K 0.03% 188
2024
Q2 		– Sell
-1,852
Closed -$47.7K – 137
2024
Q1 		$47.7K Buy
1,852
+1,102
+147% +$30K 0.06% 109
2023
Q4 		$20.3K Buy
+750
New +$19.1K 0.05% 187

Other funds holding CWI

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Vima LLC's CWI Position: Q3 2026 in Review

Vima LLC held its State Street SPDR MSCI ACWI ex-US ETF (CWI) position steady in Q3 2026 at 750 shares worth $30.3K. The position accounts for 0.03% of the portfolio, ranked #190.

Vima LLC first reported a position in CWI in Q4 2023 and has held it in 4 quarters since. The position peaked at $47.7K in Q1 2024. 120 funds tracked by Wall St. Rank hold CWI as of Q3 2026.

  • Vima LLC held 750 shares of State Street SPDR MSCI ACWI ex-US ETF worth $30.3K as of Q3 2026.
  • Vima LLC left its State Street SPDR MSCI ACWI ex-US ETF share count unchanged in Q3 2026.
  • State Street SPDR MSCI ACWI ex-US ETF made up 0.03% of Vima LLC's portfolio in Q3 2026, its #190 holding.
  • Vima LLC first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's State Street SPDR MSCI ACWI ex-US ETF position peaked at $47.7K in Q1 2024.
  • 120 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.