Epstein & White Financial’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Epstein & White Financial’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$300K	Sell	7,634 -233	-3%	-$9.27K	0.08%	68
2021 Q1	$300K	Buy	7,867 +91	+1%	+$3.4K	0.09%	58
2020 Q4	$284K	Sell	7,776 -359	-4%	-$12.6K	0.09%	61
2020 Q3	$277K	Sell	8,135 -260	-3%	-$8.94K	0.1%	52
2020 Q2	$281K	Buy	8,395 +750	+10%	+$24.2K	0.11%	48
2020 Q1	$234K	Buy	+7,645	New	+$283K	0.1%	65

Other funds holding DWX

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Epstein & White Financial's DWX Position: Q2 2021 in Review

Epstein & White Financial reduced its State Street SPDR S&P International Dividend ETF (DWX) stake by 3% in Q2 2021, selling an estimated $9.27K and leaving 7,634 shares worth $300K. The position accounts for 0.08% of the portfolio, ranked #68.

Epstein & White Financial first reported a position in DWX in Q1 2020 and has held it in 6 quarters since. 145 funds tracked by Wall St. Rank hold DWX as of Q2 2021.

Epstein & White Financial held 7,634 shares of State Street SPDR S&P International Dividend ETF worth $300K as of Q2 2021.
Epstein & White Financial sold 233 State Street SPDR S&P International Dividend ETF shares in Q2 2021, an estimated $9.27K.
State Street SPDR S&P International Dividend ETF made up 0.08% of Epstein & White Financial's portfolio in Q2 2021, its #68 holding.
Epstein & White Financial first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2020 and has held it in 6 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.