EWM
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Empirical Wealth Management’s SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
7,913
-1,945
-20% -$53.3K ﹤0.01% 619
2025
Q1
$241K Buy
+9,858
New +$241K 0.01% 556
2024
Q4
Sell
-8,236
Closed -$227K 621
2024
Q3
$227K Sell
8,236
-1,650
-17% -$45.5K 0.01% 511
2024
Q2
$237K Sell
9,886
-984
-9% -$23.6K 0.01% 499
2024
Q1
$284K Sell
10,870
-2,791
-20% -$72.8K 0.01% 449
2023
Q4
$373K Buy
13,661
+174
+1% +$4.75K 0.01% 360
2023
Q3
$321K Sell
13,487
-150
-1% -$3.57K 0.01% 357
2023
Q2
$338K Sell
13,637
-1,413
-9% -$35K 0.01% 356
2023
Q1
$396K Sell
15,050
-300
-2% -$7.88K 0.02% 355
2022
Q4
$411K Sell
15,350
-25
-0.2% -$669 0.02% 337
2022
Q3
$371K Sell
15,375
-10,610
-41% -$256K 0.02% 341
2022
Q2
$733K Sell
25,985
-225
-0.9% -$6.35K 0.04% 242
2022
Q1
$894K Sell
26,210
-1,840
-7% -$62.8K 0.04% 231
2021
Q4
$999K Buy
28,050
+1,400
+5% +$49.9K 0.05% 216
2021
Q3
$946K Sell
26,650
-170
-0.6% -$6.04K 0.05% 202
2021
Q2
$985K Buy
26,820
+12,350
+85% +$454K 0.06% 191
2021
Q1
$498K Sell
14,470
-12,700
-47% -$437K 0.04% 248
2020
Q4
$926K Sell
27,170
-120
-0.4% -$4.09K 0.07% 160
2020
Q3
$811K Sell
27,290
-5,000
-15% -$149K 0.07% 158
2020
Q2
$931K Buy
32,290
+6,390
+25% +$184K 0.09% 133
2020
Q1
$693K Buy
+25,900
New +$693K 0.08% 140