GoalVest Advisory’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

GoalVest Advisory’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	$13K	Buy	+335	New	+$13.3K	0.01%	191

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

GoalVest Advisory's DWX Position: Q2 2021 in Review

GoalVest Advisory opened a new position in State Street SPDR S&P International Dividend ETF (DWX) in Q2 2021: 335 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

145 funds tracked by Wall St. Rank hold DWX as of Q2 2021.

GoalVest Advisory held 335 shares of State Street SPDR S&P International Dividend ETF worth $13K as of Q2 2021.
State Street SPDR S&P International Dividend ETF was a new GoalVest Advisory position in Q2 2021.
State Street SPDR S&P International Dividend ETF made up 0.01% of GoalVest Advisory's portfolio in Q2 2021, its #191 holding.
145 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q2 2021.

Based on GoalVest Advisory's 13F filing for Q2 2021, filed 1 Sep 2021.