AE Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
18,275
+2,386
| +15% | +$148K | 0.01% | 693 |
|
|
2025
Q1 | $900K | Sell |
15,889
-4,032
| -20% | -$228K | 0.01% | 733 |
|
|
2024
Q4 | $1.17M | Sell |
19,921
-1,205
| -6% | -$70.6K | 0.01% | 670 |
|
|
2024
Q3 | $1.32M | Sell |
21,126
-2,849
| -12% | -$178K | 0.01% | 641 |
|
|
2024
Q2 | $1.39M | Buy |
23,975
+1,504
| +7% | +$87.1K | 0.01% | 622 |
|
|
2024
Q1 | $1.25M | Sell |
22,471
-9,131
| -29% | -$509K | 0.01% | 607 |
|
|
2023
Q4 | $1.74M | Buy |
31,602
+11,684
| +59% | +$642K | 0.01% | 949 |
|
|
2023
Q3 | $1.07M | Buy |
19,918
+3,771
| +23% | +$202K | 0.01% | 1070 |
|
|
2023
Q2 | $848K | Buy |
16,147
+2,926
| +22% | +$154K | 0.01% | 1153 |
|
|
2023
Q1 | $670K | Buy |
13,221
+504
| +4% | +$25.5K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $622K | Sell |
12,717
-1,546
| -11% | -$75.7K | ﹤0.01% | 1186 |
|
|
2022
Q3 | $650K | Sell |
14,263
-7,123
| -33% | -$325K | 0.01% | 1108 |
|
|
2022
Q2 | $1.04M | Sell |
21,386
-759
| -3% | -$36.9K | 0.01% | 872 |
|
|
2022
Q1 | $1.26M | Sell |
22,145
-2,913
| -12% | -$165K | 0.01% | 846 |
|
|
2021
Q4 | $1.49M | Buy |
25,058
+336
| +1% | +$19.9K | 0.01% | 794 |
|
|
2021
Q3 | $1.45M | Buy |
24,722
+3,028
| +14% | +$178K | 0.01% | 754 |
|
|
2021
Q2 | $1.33M | Buy |
21,694
+1,596
| +8% | +$97.8K | 0.01% | 744 |
|
|
2021
Q1 | $1.11M | Buy |
20,098
+8,183
| +69% | +$453K | 0.01% | 733 |
|
|
2020
Q4 | $615K | Buy |
11,915
+693
| +6% | +$35.8K | 0.01% | 884 |
|
|
2020
Q3 | $498K | Buy |
+11,222
| New | +$498K | 0.01% | 881 |
|
|
2020
Q2 | – | Sell |
-7,936
| Closed | -$263K | – | 1267 |
|
|
2020
Q1 | $263K | Buy |
7,936
+1,827
| +30% | +$60.5K | 0.01% | 916 |
|
|
2019
Q4 | $281K | Buy |
+6,109
| New | +$281K | 0.01% | 923 |
|