JFS Wealth Advisors’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

JFS Wealth Advisors’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
2022 Q4	–	Sell	-12,118	Closed	-$349K	–	1962
2022 Q3	$349K	Buy	12,118 +11,562	+2,079%	+$384K	0.04%	168
2022 Q2	$19K	Hold	556	–	–	﹤0.01%	596
2022 Q1	$22K	Buy	+556	New	+$21.5K	﹤0.01%	577

Other funds holding DWX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

JFS Wealth Advisors's DWX Position: Q4 2022 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q4 2022, closing a stake of 12,118 shares — an estimated $349K sold.

JFS Wealth Advisors first reported a position in DWX in Q1 2022 and held it in 3 quarters. The position peaked at $349K in Q3 2022. 143 funds tracked by Wall St. Rank hold DWX as of Q4 2022.

JFS Wealth Advisors reported no remaining State Street SPDR S&P International Dividend ETF position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 12,118 State Street SPDR S&P International Dividend ETF shares in Q4 2022, an estimated $349K.
JFS Wealth Advisors first reported a position in State Street SPDR S&P International Dividend ETF in Q1 2022 and held it in 3 quarters.
JFS Wealth Advisors's State Street SPDR S&P International Dividend ETF position peaked at $349K in Q3 2022.
143 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.