ICA Group Wealth Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

ICA Group Wealth Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-94	Closed	-$4.03K	–	1212
2024 Q1	$4.03K	Hold	94	–	–	﹤0.01%	1078
2023 Q4	$4.11K	Buy	+94	New	+$3.71K	﹤0.01%	1064
2023 Q3	–	Sell	-94	Closed	-$3.86K	–	1017
2023 Q2	$3.86K	Hold	94	–	–	﹤0.01%	1030
2023 Q1	$3.87K	Buy	+94	New	+$3.99K	﹤0.01%	995

Other funds holding RWO

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

ICA Group Wealth Management's RWO Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR Dow Jones Global Real Estate ETF (RWO) in Q2 2024, closing a stake of 94 shares — an estimated $4.03K sold.

ICA Group Wealth Management first reported a position in RWO in Q1 2023 and held it in 4 quarters. The position peaked at $4.11K in Q4 2023. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR Dow Jones Global Real Estate ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 94 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2024, an estimated $4.03K.
ICA Group Wealth Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q1 2023 and held it in 4 quarters.
ICA Group Wealth Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.11K in Q4 2023.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.