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

Element Wealth’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
2022 Q4	–	Sell	-3,979	Closed	-$115K	–	204
2022 Q3	$115K	Hold	3,979	–	–	0.11%	118
2022 Q2	$137K	Hold	3,979	–	–	0.14%	114
2022 Q1	$154K	Hold	3,979	–	–	0.12%	119
2021 Q4	$155K	Hold	3,979	–	–	0.12%	112
2021 Q3	$151K	Hold	3,979	–	–	0.12%	106
2021 Q2	$157K	Hold	3,979	–	–	0.12%	102
2021 Q1	$152K	Hold	3,979	–	–	0.13%	102
2020 Q4	$145K	Buy	3,979 +1,350	+51%	+$47.5K	0.13%	102
2020 Q3	$89K	Hold	2,629	–	–	0.1%	101
2020 Q2	$87K	Hold	2,629	–	–	0.1%	96
2020 Q1	$81K	Hold	2,629	–	–	0.11%	89
2019 Q4	$106K	Buy	+2,629	New	+$105K	0.11%	82

Other funds holding DWX

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

Bank of America

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return