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

Clarus Wealth Advisors’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
2019 Q2	–	Sell	-500	Closed	-$19K	–	607
2019 Q1	$19K	Hold	500	–	–	0.01%	423
2018 Q4	$17K	Hold	500	–	–	0.03%	425
2018 Q3	$19K	Buy	500 +70	+16%	+$2.7K	0.01%	439
2018 Q2	$17K	Buy	+430	New	+$17K	0.01%	442

Other funds holding DWX

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Clarus Wealth Advisors's DWX Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2019, closing a stake of 500 shares — an estimated $19K sold.

Clarus Wealth Advisors first reported a position in DWX in Q2 2018 and held it in 4 quarters. The position peaked at $19K in Q1 2019. 146 funds tracked by Wall St. Rank hold DWX as of Q2 2019.

Clarus Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 500 State Street SPDR S&P International Dividend ETF shares in Q2 2019, an estimated $19K.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $19K in Q1 2019.
146 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.