RWA Wealth Partners’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

RWA Wealth Partners’s Portfolio GWX Stock Details GWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-17,281	Closed	-$613K	–	595
2017 Q4	$613K	Sell	17,281 -295	-2%	-$10.5K	0.07%	151
2017 Q3	$616K	Hold	17,576	–	–	0.07%	143
2017 Q2	$586K	Hold	17,576	–	–	0.07%	124
2017 Q1	$554K	Buy	+17,576	New	+$539K	0.07%	126

Other funds holding GWX

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

RWA Wealth Partners's GWX Position: Q1 2018 in Review

RWA Wealth Partners sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q1 2018, closing a stake of 17,281 shares — an estimated $613K sold.

RWA Wealth Partners first reported a position in GWX in Q1 2017 and held it in 4 quarters. The position peaked at $616K in Q3 2017. 149 funds tracked by Wall St. Rank hold GWX as of Q1 2018.

RWA Wealth Partners reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q1 2018 after selling out during the quarter.
RWA Wealth Partners sold 17,281 State Street SPDR S&P International Small Cap ETF shares in Q1 2018, an estimated $613K.
RWA Wealth Partners first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2017 and held it in 4 quarters.
RWA Wealth Partners's State Street SPDR S&P International Small Cap ETF position peaked at $616K in Q3 2017.
149 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2018.

Based on RWA Wealth Partners's 13F filing for Q1 2018, filed 14 May 2018.