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Asset Advisors Investment Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Asset Advisors Investment 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
2020
Q3 		– Sell
-20
Closed -$1K – 117
2020
Q2 		$1K Buy
+20
New +$749 ﹤0.01% 175

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Asset Advisors Investment Management's EWX Position: Q3 2020 in Review

Asset Advisors Investment Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Asset Advisors Investment Management first reported a position in EWX in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

  • Asset Advisors Investment Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Asset Advisors Investment Management sold 20 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020, an estimated $1K.
  • Asset Advisors Investment Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2020 and held it in 1 quarter.
  • Asset Advisors Investment Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1K in Q2 2020.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Asset Advisors Investment Management's 13F filing for Q3 2020, filed 20 Oct 2020.