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

Acorn Wealth 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
2020 Q1	–	Sell	-7,525	Closed	-$301K	–	108
2019 Q4	$301K	Buy	7,525 +7	+0.1%	+$279	0.25%	87
2019 Q3	$300K	Sell	7,518 -589	-7%	-$22.9K	0.26%	82
2019 Q2	$311K	Sell	8,107 -245	-3%	-$9.47K	0.28%	72
2019 Q1	$323K	Sell	8,352 -123	-1%	-$4.57K	0.29%	71
2018 Q4	$305K	Buy	8,475 +47	+0.6%	+$1.69K	0.31%	64
2018 Q3	$304K	Buy	8,428 +303	+4%	+$11.7K	0.3%	78
2018 Q2	$310K	Buy	8,125 +809	+11%	+$32K	0.26%	75
2018 Q1	$295K	Buy	7,316 +5,818	+388%	+$239K	0.26%	78
2017 Q4	$63K	Buy	+1,498	New	+$60.9K	0.06%	225

Other funds holding DWX

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorn Wealth Advisors's DWX Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2020, closing a stake of 7,525 shares — an estimated $301K sold.

Acorn Wealth Advisors first reported a position in DWX in Q4 2017 and held it in 9 quarters. The position peaked at $323K in Q1 2019. 143 funds tracked by Wall St. Rank hold DWX as of Q1 2020.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 7,525 State Street SPDR S&P International Dividend ETF shares in Q1 2020, an estimated $301K.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $323K in Q1 2019.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.