Fiducient Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Fiducient Advisors’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-15,345	Closed	-$420K	–	168
2025 Q2	$420K	Buy	+15,345	New	+$401K	0.05%	101
2025 Q1	–	Sell	-15,345	Closed	-$354K	–	169
2024 Q4	$354K	Hold	15,345	–	–	0.04%	115
2024 Q3	$423K	Hold	15,345	–	–	0.05%	97
2024 Q2	$368K	Hold	15,345	–	–	0.05%	104
2024 Q1	$400K	Sell	15,345 -77	-0.5%	-$1.98K	0.08%	92
2023 Q4	$421K	Buy	15,422 +203	+1%	+$5K	0.08%	85
2023 Q3	$362K	Buy	+15,219	New	+$383K	0.02%	83

Other funds holding RWX

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

Idaho Trust Bank Boise, Idaho $308M AUM 14.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return