BlueSky Wealth Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

BlueSky Wealth Advisors’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-155,081	Closed	-$4.15M	–	55
2020 Q1	$4.15M	Sell	155,081 -10,629	-6%	-$377K	1.53%	15
2019 Q4	$6.37M	Buy	165,710 +4,308	+3%	+$173K	2.08%	15
2019 Q3	$6.42M	Buy	161,402 +323	+0.2%	+$12.6K	2.21%	15
2019 Q2	$6.24M	Buy	161,079 +7,458	+5%	+$289K	2.22%	15
2019 Q1	$5.95M	Buy	153,621 +3,634	+2%	+$139K	2.15%	15
2018 Q4	$5.62M	Sell	149,987 -13,771	-8%	-$508K	2.2%	15
2018 Q3	$6.1M	Buy	163,758 +801	+0.5%	+$31.3K	2.31%	15
2018 Q2	$6.38M	Buy	162,957 +2,255	+1%	+$90.5K	2.44%	15
2018 Q1	$6.43M	Buy	160,702 +12,113	+8%	+$488K	2.47%	14
2017 Q4	$6.02M	Buy	148,589 +4,617	+3%	+$180K	2.49%	14
2017 Q3	$5.53M	Buy	143,972 +6,685	+5%	+$259K	2.38%	15
2017 Q2	$5.23M	Buy	137,287 +7,940	+6%	+$307K	2.42%	15
2017 Q1	$4.84M	Buy	129,347 +9,119	+8%	+$338K	2.31%	15
2016 Q4	$4.34M	Buy	+120,228	New	+$4.58M	2.13%	16

Other funds holding RWX

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BlueSky Wealth Advisors's RWX Position: Q2 2020 in Review

BlueSky Wealth Advisors sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2020, closing a stake of 155,081 shares — an estimated $4.15M sold.

BlueSky Wealth Advisors first reported a position in RWX in Q4 2016 and held it in 14 quarters. The position peaked at $6.43M in Q1 2018. 173 funds tracked by Wall St. Rank hold RWX as of Q2 2020.

BlueSky Wealth Advisors reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2020 after selling out during the quarter.
BlueSky Wealth Advisors sold 155,081 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2020, an estimated $4.15M.
BlueSky Wealth Advisors first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q4 2016 and held it in 14 quarters.
BlueSky Wealth Advisors's State Street SPDR Dow Jones International Real Estate ETF position peaked at $6.43M in Q1 2018.
173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2020.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.