Squar Milner Financial Services’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-4,088	Closed	-$93K	–	415
2020 Q1	$93K	Buy	4,088 +716	+21%	+$20.1K	0.06%	280
2019 Q4	$107K	Buy	+3,372	New	+$104K	0.05%	311
2019 Q3	–	Sell	-1,049	Closed	-$31K	–	416
2019 Q2	$31K	Hold	1,049	–	–	0.02%	407
2019 Q1	$31K	Buy	+1,049	New	+$31.3K	0.02%	379
2018 Q3	–	Sell	-500	Closed	-$17K	–	797
2018 Q2	$17K	Buy	+500	New	+$17.8K	0.02%	504

Other funds holding GWX

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

BWM

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Corrigan Financial Middletown, Rhode Island $485M AUM 4.29% 1-Year Est. Return

Squar Milner Financial Services's GWX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2020, closing a stake of 4,088 shares — an estimated $93K sold.

Squar Milner Financial Services first reported a position in GWX in Q2 2018 and held it in 5 quarters. The position peaked at $107K in Q4 2019. 168 funds tracked by Wall St. Rank hold GWX as of Q2 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,088 State Street SPDR S&P International Small Cap ETF shares in Q2 2020, an estimated $93K.
Squar Milner Financial Services first reported a position in State Street SPDR S&P International Small Cap ETF in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's State Street SPDR S&P International Small Cap ETF position peaked at $107K in Q4 2019.
168 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.