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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

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

Acorn Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2020, closing a stake of 14,610 shares — an estimated $466K sold.

Acorn Wealth Advisors first reported a position in EDIV in Q4 2017 and held it in 9 quarters. The position peaked at $492K in Q1 2019. 81 funds tracked by Wall St. Rank hold EDIV as of Q1 2020.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 14,610 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2020, an estimated $466K.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $492K in Q1 2019.
81 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2020.

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