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

BCS Wealth Management’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 Q1	–	Sell	-5,506	Closed	-$201K	–	159
2020 Q4	$201K	Buy	+5,506	New	+$194K	0.1%	141
2020 Q1	–	Sell	-5,941	Closed	-$239K	–	111
2019 Q4	$239K	Buy	+5,941	New	+$237K	0.16%	98

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

BCS Wealth Management's DWX Position: Q1 2021 in Review

BCS Wealth Management sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2021, closing a stake of 5,506 shares — an estimated $201K sold.

BCS Wealth Management first reported a position in DWX in Q4 2019 and held it in 2 quarters. The position peaked at $239K in Q4 2019. 139 funds tracked by Wall St. Rank hold DWX as of Q1 2021.

BCS Wealth Management reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2021 after selling out during the quarter.
BCS Wealth Management sold 5,506 State Street SPDR S&P International Dividend ETF shares in Q1 2021, an estimated $201K.
BCS Wealth Management first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2019 and held it in 2 quarters.
BCS Wealth Management's State Street SPDR S&P International Dividend ETF position peaked at $239K in Q4 2019.
139 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2021.

Based on BCS Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.