Acorn Wealth Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Acorn Wealth Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-14,610	Closed	-$466K	–	109
2019 Q4	$466K	Hold	14,610	–	–	0.39%	52
2019 Q3	$451K	Sell	14,610 -125	-0.8%	-$3.88K	0.39%	52
2019 Q2	$438K	Sell	14,735 -508	-3%	-$16.2K	0.4%	50
2019 Q1	$492K	Buy	15,243 +335	+2%	+$10.6K	0.44%	47
2018 Q4	$461K	Buy	14,908 +298	+2%	+$8.82K	0.47%	43
2018 Q3	$431K	Buy	14,610 +1,565	+12%	+$48.1K	0.43%	52
2018 Q2	$398K	Buy	13,045 +4,190	+47%	+$140K	0.34%	53
2018 Q1	$305K	Buy	8,855 +3,723	+73%	+$131K	0.26%	70
2017 Q4	$173K	Buy	+5,132	New	+$159K	0.16%	113

Other funds holding EDIV

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America

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