Castleview Partners’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-62	Closed	-$1.49K	–	847
2024 Q2	$1.49K	Sell	62 -3	-5%	-$75	﹤0.01%	771
2024 Q1	$1.7K	Buy	65 +50	+333%	+$1.28K	﹤0.01%	757
2023 Q4	$409	Sell	15 -1	-6%	-$25	﹤0.01%	811
2023 Q3	$383	Buy	16 +2	+14%	+$50	﹤0.01%	645
2023 Q2	$347	Sell	14 -2	-13%	-$52	﹤0.01%	671
2023 Q1	$420	Sell	16 -15	-48%	-$409	﹤0.01%	644
2022 Q4	$829	Sell	31 -82	-73%	-$2.1K	﹤0.01%	566
2022 Q3	$3K	Sell	113 -1,100	-91%	-$30.7K	﹤0.01%	507
2022 Q2	$35.1K	Buy	1,213 +1,076	+785%	+$33.6K	0.03%	341
2022 Q1	$4K	Buy	+137	New	+$4.62K	﹤0.01%	595
2021 Q2	$7K	Buy	+194	New	+$7.12K	﹤0.01%	758

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

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

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

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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Castleview Partners's RWX Position: Q3 2024 in Review

Castleview Partners sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q3 2024, closing a stake of 62 shares — an estimated $1.49K sold.

Castleview Partners first reported a position in RWX in Q2 2021 and held it in 11 quarters. The position peaked at $35.1K in Q2 2022. 136 funds tracked by Wall St. Rank hold RWX as of Q3 2024.

Castleview Partners reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 62 State Street SPDR Dow Jones International Real Estate ETF shares in Q3 2024, an estimated $1.49K.
Castleview Partners first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2021 and held it in 11 quarters.
Castleview Partners's State Street SPDR Dow Jones International Real Estate ETF position peaked at $35.1K in Q2 2022.
136 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.