IWM
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IHT Wealth Management’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-312
Closed -$12K – 662
2018
Q1 		$12K Buy
312
+2
+0.6% +$82 ﹤0.01% 1120
2017
Q4 		$13K Buy
310
+52
+20% +$2.11K ﹤0.01% 1108
2017
Q3 		$10K Buy
258
+3
+1% +$121 ﹤0.01% 962
2017
Q2 		$20 Buy
255
+4
+2% +$156 0.01% 779
2017
Q1 		$10K Buy
+251
New +$9.37K 0.01% 835

Other funds holding DWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MA
MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return