EP Wealth Advisors’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

EP Wealth Advisors’s Portfolio RWO Stock Details RWO Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.63M	Buy
2020 Q3	–	Sell
2020 Q2	$428K	Sell
2020 Q1	$431K	Sell
2019 Q4	$617K	Buy