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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return