Emery Howard Portfolio Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Emery Howard Portfolio Management’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 Q2	–	Sell	-22,404	Closed	-$600K	–	33
2020 Q1	$600K	Hold	22,404	–	–	0.15%	22
2019 Q4	$869K	Hold	22,404	–	–	0.16%	22
2019 Q3	$885K	Hold	22,404	–	–	0.18%	22
2019 Q2	$868K	Hold	22,404	–	–	0.18%	22
2019 Q1	$880K	Hold	22,404	–	–	0.18%	22
2018 Q4	$792K	Buy	22,404 +187	+0.8%	+$6.89K	0.19%	23
2018 Q3	$850K	Buy	22,217 +44	+0.2%	+$1.72K	0.17%	22
2018 Q2	$868K	Buy	22,173 +202	+0.9%	+$8.11K	0.19%	22
2018 Q1	$879K	Buy	21,971 +111	+0.5%	+$4.47K	0.19%	22
2017 Q4	$885K	Buy	21,860 +114	+0.5%	+$4.45K	0.19%	22
2017 Q3	$835K	Buy	21,746 +190	+0.9%	+$7.37K	0.19%	23
2017 Q2	$821K	Buy	21,556 +211	+1%	+$8.15K	0.18%	23
2017 Q1	$798K	Buy	21,345 +113	+0.5%	+$4.18K	0.18%	24
2016 Q4	$766K	Buy	21,232 +1,264	+6%	+$48.2K	0.18%	25
2016 Q3	$833K	Buy	19,968 +171	+0.9%	+$7.19K	0.2%	23
2016 Q2	$821K	Buy	19,797 +243	+1%	+$10.2K	0.2%	23
2016 Q1	$811K	Hold	19,554	–	–	0.21%	25
2015 Q4	$765K	Buy	19,554 +252	+1%	+$10.2K	0.2%	25
2015 Q3	$759K	Buy	19,302 +217	+1%	+$8.84K	0.21%	25
2015 Q2	$799K	Buy	19,085 +70	+0.4%	+$3.07K	0.21%	24
2015 Q1	$824K	Buy	19,015 +152	+0.8%	+$6.61K	0.21%	25
2014 Q4	$784K	Buy	18,863 +135	+0.7%	+$5.66K	0.23%	24
2014 Q3	$776K	Buy	18,728 +224	+1%	+$9.85K	0.25%	23
2014 Q2	$819K	Buy	18,504 +115	+0.6%	+$4.97K	0.25%	23
2014 Q1	$757K	Buy	18,389 +381	+2%	+$15.5K	0.25%	22
2013 Q4	$742K	Buy	18,008 +119	+0.7%	+$5.01K	0.25%	23
2013 Q3	$754K	Buy	17,889 +245	+1%	+$9.99K	0.28%	22
2013 Q2	$704K	Buy	+17,644	New	+$764K	0.27%	21

Other funds holding RWX

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Emery Howard Portfolio Management's RWX Position: Q2 2020 in Review

Emery Howard Portfolio Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2020, closing a stake of 22,404 shares — an estimated $600K sold.

Emery Howard Portfolio Management first reported a position in RWX in Q2 2013 and held it in 28 quarters. The position peaked at $885K in Q3 2019. 173 funds tracked by Wall St. Rank hold RWX as of Q2 2020.

Emery Howard Portfolio Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2020 after selling out during the quarter.
Emery Howard Portfolio Management sold 22,404 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2020, an estimated $600K.
Emery Howard Portfolio Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 28 quarters.
Emery Howard Portfolio Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $885K in Q3 2019.
173 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2020.

Based on Emery Howard Portfolio Management's 13F filing for Q2 2020, filed 5 Aug 2020.