ICA Group Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

ICA Group Wealth Management’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
2023 Q3	–	Sell	-22	Closed	-$671	–	635
2023 Q2	$671	Buy	+22	New	+$681	﹤0.01%	1231
2023 Q1	–	Sell	-18	Closed	-$529	–	1317
2022 Q4	$529	Buy	+18	New	+$509	﹤0.01%	1229

Other funds holding GWX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

ICA Group Wealth Management's GWX Position: Q3 2023 in Review

ICA Group Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q3 2023, closing a stake of 22 shares — an estimated $671 sold.

ICA Group Wealth Management first reported a position in GWX in Q4 2022 and held it in 2 quarters. The position peaked at $671 in Q2 2023. 207 funds tracked by Wall St. Rank hold GWX as of Q3 2023.

ICA Group Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 22 State Street SPDR S&P International Small Cap ETF shares in Q3 2023, an estimated $671.
ICA Group Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q4 2022 and held it in 2 quarters.
ICA Group Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $671 in Q2 2023.
207 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.