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

Carolinas Wealth Consulting’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
2021 Q2	–	Sell	-44	Closed	-$2K	–	999
2021 Q1	$2K	Hold	44	–	–	﹤0.01%	831
2020 Q4	$2K	Hold	44	–	–	﹤0.01%	757
2020 Q3	$1K	Buy	44 +1	+2%	+$30	﹤0.01%	877
2020 Q2	$1K	Buy	+43	New	+$1.22K	﹤0.01%	611

Other funds holding RWX

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

MFM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Carolinas Wealth Consulting's RWX Position: Q2 2021 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2021, closing a stake of 44 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in RWX in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 174 funds tracked by Wall St. Rank hold RWX as of Q2 2021.

Carolinas Wealth Consulting reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Carolinas Wealth Consulting sold 44 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2021, an estimated $2K.
Carolinas Wealth Consulting first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2020 and held it in 4 quarters.
Carolinas Wealth Consulting's State Street SPDR Dow Jones International Real Estate ETF position peaked at $2K in Q1 2021.
174 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2021, filed 17 Aug 2021.