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Ellevest Inc’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Ellevest Inc’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
2020
Q1 		– Sell
-202
Closed -$8K – 1260
2019
Q4 		$8K Hold
202
– – ﹤0.01% 555
2019
Q3 		$8K Hold
202
– – ﹤0.01% 241
2019
Q2 		$8K Buy
+202
New +$7.84K ﹤0.01% 264

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ellevest Inc's RWX Position: Q1 2020 in Review

Ellevest Inc sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q1 2020, closing a stake of 202 shares — an estimated $8K sold.

Ellevest Inc first reported a position in RWX in Q2 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 194 funds tracked by Wall St. Rank hold RWX as of Q1 2020.

  • Ellevest Inc reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Ellevest Inc sold 202 State Street SPDR Dow Jones International Real Estate ETF shares in Q1 2020, an estimated $8K.
  • Ellevest Inc first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2019 and held it in 3 quarters.
  • Ellevest Inc's State Street SPDR Dow Jones International Real Estate ETF position peaked at $8K in Q4 2019.
  • 194 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.