Brass Tax Wealth Management’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Brass Tax Wealth Management’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
2024 Q3	–	Sell	-184,410	Closed	-$6.51M	–	211
2024 Q2	$6.51M	Buy	+184,410	New	+$6.38M	1.27%	24

Other funds holding EDIV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Brass Tax Wealth Management's EDIV Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2024, closing a stake of 184,410 shares — an estimated $6.51M sold.

Brass Tax Wealth Management first reported a position in EDIV in Q2 2024 and held it in 1 quarter. The position peaked at $6.51M in Q2 2024. 127 funds tracked by Wall St. Rank hold EDIV as of Q3 2024.

Brass Tax Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2024 after selling out during the quarter.
Brass Tax Wealth Management sold 184,410 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2024, an estimated $6.51M.
Brass Tax Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2024 and held it in 1 quarter.
Brass Tax Wealth Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $6.51M in Q2 2024.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.