Envision Financial’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Envision Financial’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$273K	Sell	5,494 -3,380	-38%	-$166K	0.13%	44
2026 Q1	$406K	Sell	8,874 -488	-5%	-$23.1K	0.22%	40
2025 Q4	$421K	Sell	9,362 -1,225	-12%	-$55.7K	0.22%	39
2025 Q3	$485K	Buy	10,587 +44	+0.4%	+$1.97K	0.28%	37
2025 Q2	$465K	Sell	10,543 -64	-0.6%	-$2.79K	0.31%	38
2025 Q1	$463K	Buy	10,607 +33	+0.3%	+$1.44K	0.35%	35
2024 Q4	$454K	Buy	+10,574	New	+$480K	0.36%	35

Other funds holding RWO

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Orin Green Financial San Diego, California $271M AUM 20.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Capital Investment Management Lees Summit, Missouri $326M AUM

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

WLTH Capital Management Chandler, Arizona $156M AUM

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return