McKinley Carter Wealth Services’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

McKinley Carter Wealth Services’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
2023 Q2	–	Sell	-12,485	Closed	-$428K	–	301
2023 Q1	$428K	Hold	12,485	–	–	0.03%	218
2022 Q4	$404K	Sell	12,485 -9,106	-42%	-$282K	0.03%	222
2022 Q3	$622K	Hold	21,591	–	–	0.06%	166
2022 Q2	$741K	Sell	21,591 -11,080	-34%	-$409K	0.07%	161
2022 Q1	$1.27M	Sell	32,671 -111	-0.3%	-$4.29K	0.1%	126
2021 Q4	$1.27M	Buy	32,782 +495	+2%	+$19.1K	0.1%	135
2021 Q3	$1.23M	Sell	32,287 -350	-1%	-$13.9K	0.1%	132
2021 Q2	$1.29M	Sell	32,637 -2,615	-7%	-$104K	0.11%	130
2021 Q1	$1.34M	Buy	+35,252	New	+$1.32M	0.12%	131

Other funds holding DWX

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return