Evergreen Wealth Solutions’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

Evergreen Wealth Solutions’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
2022 Q2	–	Sell	-7,575	Closed	-$294K	–	104
2022 Q1	$294K	Sell	7,575 -1,159	-13%	-$44.8K	0.29%	80
2021 Q4	$340K	Buy	+8,734	New	+$337K	0.31%	71

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Evergreen Wealth Solutions's DWX Position: Q2 2022 in Review

Evergreen Wealth Solutions sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q2 2022, closing a stake of 7,575 shares — an estimated $294K sold.

Evergreen Wealth Solutions first reported a position in DWX in Q4 2021 and held it in 2 quarters. The position peaked at $340K in Q4 2021. 147 funds tracked by Wall St. Rank hold DWX as of Q2 2022.

Evergreen Wealth Solutions reported no remaining State Street SPDR S&P International Dividend ETF position as of Q2 2022 after selling out during the quarter.
Evergreen Wealth Solutions sold 7,575 State Street SPDR S&P International Dividend ETF shares in Q2 2022, an estimated $294K.
Evergreen Wealth Solutions first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2021 and held it in 2 quarters.
Evergreen Wealth Solutions's State Street SPDR S&P International Dividend ETF position peaked at $340K in Q4 2021.
147 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2022.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.