AF
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Affiance Financial’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Affiance Financial’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
2020
Q2 		– Sell
-170
Closed -$6K – 135
2020
Q1 		$6K Hold
170
– – ﹤0.01% 125
2019
Q4 		$8K Buy
+170
New +$7.6K ﹤0.01% 137

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Affiance Financial's EWX Position: Q2 2020 in Review

Affiance Financial sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2020, closing a stake of 170 shares — an estimated $6K sold.

Affiance Financial first reported a position in EWX in Q4 2019 and held it in 2 quarters. The position peaked at $8K in Q4 2019. 109 funds tracked by Wall St. Rank hold EWX as of Q2 2020.

  • Affiance Financial reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Affiance Financial sold 170 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2020, an estimated $6K.
  • Affiance Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 2 quarters.
  • Affiance Financial's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $8K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2020.

Based on Affiance Financial's 13F filing for Q2 2020, filed 13 Jul 2020.