Csenge Advisory Group’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-7,088	Closed	-$238K	–	682
2024 Q1	$238K	Sell	7,088 -204	-3%	-$6.69K	0.01%	621
2023 Q4	$237K	Sell	7,292 -181	-2%	-$5.5K	0.01%	584
2023 Q3	$223K	Sell	7,473 -434	-5%	-$13.1K	0.02%	562
2023 Q2	$225K	Buy	+7,907	New	+$218K	0.02%	574
2022 Q2	–	Sell	-35,596	Closed	-$1.04M	–	596
2022 Q1	$1.04M	Buy	35,596 +804	+2%	+$24.1K	0.08%	208
2021 Q4	$1.04M	Sell	34,792 -30	-0.1%	-$891	0.09%	183
2021 Q3	$1.03M	Buy	34,822 +30	+0.1%	+$895	0.09%	213
2021 Q2	$1.04M	Buy	+34,792	New	+$1.06M	0.09%	183

Other funds holding EDIV

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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