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

Corient Private Wealth’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
2025
Q2 		– Sell
-9,082
Closed -$222K – 2520
2025
Q1 		$222K Sell
9,082
-5,299
-37% -$127K ﹤0.01% 2010
2024
Q4 		$331K Sell
14,381
-2,597
-15% -$64.6K ﹤0.01% 1842
2024
Q3 		$468K Sell
16,978
-14,948
-47% -$392K ﹤0.01% 1777
2024
Q2 		$766K Sell
31,926
-1,817
-5% -$45.6K ﹤0.01% 1437
2024
Q1 		$880K Buy
33,743
+1,495
+5% +$38.4K ﹤0.01% 1356
2023
Q4 		$880K Sell
32,248
-7,223
-18% -$178K ﹤0.01% 1333
2023
Q3 		$939K Sell
39,471
-6,610
-14% -$166K ﹤0.01% 1214
2023
Q2 		$1.14M Sell
46,081
-27
-0.1% -$708 ﹤0.01% 1101
2023
Q1 		$1.21M Sell
46,108
-1,522
-3% -$41.5K ﹤0.01% 1017
2022
Q4 		$1.28M Buy
+47,630
New +$1.22M ﹤0.01% 839

Other funds holding RWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return