Activest Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Activest Wealth Management’s Portfolio EWX Stock Details EWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-36	Closed	-$2K	–	345
2021 Q4	$2K	Buy	+36	New	+$2.14K	﹤0.01%	294

Other funds holding EWX

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

EWM

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

Activest Wealth Management's EWX Position: Q1 2022 in Review

Activest Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 36 shares — an estimated $2K sold.

Activest Wealth Management first reported a position in EWX in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

Activest Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Activest Wealth Management sold 36 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $2K.
Activest Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 1 quarter.
Activest Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2K in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2022.

Based on Activest Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.