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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Sell
47,644
-10,696
-18% -$505K 0.01% 463
2025
Q4 		$2.63M Buy
+58,340
New +$2.65M 0.01% 389
2020
Q3 		– Sell
-10,957
Closed -$428K – 372
2020
Q2 		$428K Sell
10,957
-1,014
-8% -$38.7K 0.02% 262
2020
Q1 		$431K Sell
11,971
-13
-0.1% -$618 0.02% 266
2019
Q4 		$617K Buy
+11,984
New +$624K 0.03% 250

Other funds holding RWO

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return