HWP
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Hibernia Wealth Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Hibernia Wealth Partners’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$587K Buy
13,891
+3,006
+28% +$131K 0.17% 50
2025
Q4 		$445K Buy
10,885
+5,351
+97% +$215K 0.13% 57
2025
Q3 		$222K Sell
5,534
-4,444
-45% -$172K 0.14% 48
2025
Q2 		$371K Buy
+9,978
New +$342K 0.14% 60
2025
Q1 		– Sell
-19,921
Closed -$617K – 51
2024
Q4 		$617K Sell
19,921
-31,174
-61% -$1.01M 0.47% 27
2024
Q3 		$1.74M Sell
51,095
-11,039
-18% -$360K 0.6% 22
2024
Q2 		$1.97M Buy
62,134
+21,808
+54% +$699K 0.69% 21
2024
Q1 		$1.31M Sell
40,326
-22,235
-36% -$695K 0.89% 19
2023
Q4 		$1.99M Buy
+62,561
New +$1.84M 1.5% 14

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return