IFA
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Interactive Financial Advisors’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

Interactive Financial Advisors’s Portfolio RWX Stock Details RWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-162,105
Closed -$6.34M – 124
2018
Q2 		$6.34M Sell
162,105
-6,922
-4% -$278K 3% 13
2018
Q1 		$6.76M Buy
169,027
+2,871
+2% +$116K 3.23% 12
2017
Q4 		$6.73M Buy
+166,156
New +$6.48M 2.96% 13
2015
Q3 		– Sell
-83,301
Closed -$3.49M – 113
2015
Q2 		$3.49M Buy
+83,301
New +$3.66M 1.88% 16

Other funds holding RWX

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return