Evermay Wealth Management’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

Evermay Wealth Management’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,315	Closed	-$36.8K	–	627
2024 Q1	$36.8K	Hold	1,315	–	–	0.01%	372
2023 Q4	$35.8K	Hold	1,315	–	–	0.01%	351
2023 Q3	$35.5K	Hold	1,315	–	–	0.01%	333
2023 Q2	$35K	Hold	1,315	–	–	0.01%	338
2023 Q1	$36.3K	Hold	1,315	–	–	0.01%	328
2022 Q4	$36.2K	Hold	1,315	–	–	0.01%	321
2022 Q3	$34K	Sell	1,315 -973	-43%	-$27.2K	0.01%	308
2022 Q2	$64K	Buy	+2,288	New	+$69.8K	0.01%	258

Other funds holding RLY

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

FIBT

First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Evermay Wealth Management's RLY Position: Q2 2024 in Review

Evermay Wealth Management sold out of State Street Multi-Asset Real Return ETF (RLY) in Q2 2024, closing a stake of 1,315 shares — an estimated $36.8K sold.

Evermay Wealth Management first reported a position in RLY in Q2 2022 and held it in 8 quarters. The position peaked at $64K in Q2 2022. 102 funds tracked by Wall St. Rank hold RLY as of Q2 2024.

Evermay Wealth Management reported no remaining State Street Multi-Asset Real Return ETF position as of Q2 2024 after selling out during the quarter.
Evermay Wealth Management sold 1,315 State Street Multi-Asset Real Return ETF shares in Q2 2024, an estimated $36.8K.
Evermay Wealth Management first reported a position in State Street Multi-Asset Real Return ETF in Q2 2022 and held it in 8 quarters.
Evermay Wealth Management's State Street Multi-Asset Real Return ETF position peaked at $64K in Q2 2022.
102 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.