1834 Investment Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

1834 Investment Advisors’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-908	Closed	-$36K	–	492
2021 Q2	$36K	Sell	908 -108	-11%	-$4.3K	﹤0.01%	294
2021 Q1	$39K	Hold	1,016	–	–	0.01%	281
2020 Q4	$37K	Hold	1,016	–	–	﹤0.01%	279
2020 Q3	$34K	Hold	1,016	–	–	0.01%	280
2020 Q2	$34K	Hold	1,016	–	–	0.01%	262
2020 Q1	$31K	Sell	1,016 -105	-9%	-$3.89K	0.01%	276
2019 Q4	$45K	Buy	+1,121	New	+$44.6K	0.01%	281
2019 Q3	–	Sell	-1,495	Closed	-$59K	–	463
2019 Q2	$59K	Hold	1,495	–	–	0.01%	271
2019 Q1	$57K	Hold	1,495	–	–	0.01%	264
2018 Q4	$52K	Sell	1,495 -1,031	-41%	-$37.2K	0.01%	267
2018 Q3	$96K	Hold	2,526	–	–	0.01%	240
2018 Q2	$97K	Hold	2,526	–	–	0.02%	229
2018 Q1	$101K	Buy	2,526 +825	+49%	+$33.8K	0.02%	216
2017 Q4	$70K	Buy	+1,701	New	+$69.1K	0.01%	266
2015 Q1	–	Sell	-5,096	Closed	-$214K	–	160
2014 Q4	$214K	Sell	5,096 -50	-1%	-$2.22K	0.06%	150
2014 Q3	$238K	Sell	5,146 -345	-6%	-$17.2K	0.07%	148
2014 Q2	$282K	Buy	5,491 +524	+11%	+$26.5K	0.08%	138
2014 Q1	$241K	Sell	4,967 -3,035	-38%	-$142K	0.07%	138
2013 Q4	$380K	Sell	8,002 -325	-4%	-$15.3K	0.11%	115
2013 Q3	$388K	Sell	8,327 -991	-11%	-$45K	0.13%	108
2013 Q2	$407K	Buy	+9,318	New	+$449K	0.14%	107

Other funds holding DWX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

1834 Investment Advisors's DWX Position: Q3 2021 in Review

1834 Investment Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q3 2021, closing a stake of 908 shares — an estimated $36K sold.

1834 Investment Advisors first reported a position in DWX in Q2 2013 and held it in 21 quarters. The position peaked at $407K in Q2 2013. 146 funds tracked by Wall St. Rank hold DWX as of Q3 2021.

1834 Investment Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 908 State Street SPDR S&P International Dividend ETF shares in Q3 2021, an estimated $36K.
1834 Investment Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2013 and held it in 21 quarters.
1834 Investment Advisors's State Street SPDR S&P International Dividend ETF position peaked at $407K in Q2 2013.
146 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.