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

Amplius Wealth Advisors’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	-172	Closed	-$10K	–	412
2021 Q4	$10K	Buy	+172	New	+$10.2K	﹤0.01%	607

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

Amplius Wealth Advisors's EWX Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 172 shares — an estimated $10K sold.

Amplius Wealth Advisors first reported a position in EWX in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

Amplius Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 172 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $10K.
Amplius Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $10K 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 Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.