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

B. Riley 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 Q2	$1.22K	Buy	25,034 +14,593	+140%	+$767K	﹤0.01%	270
2022 Q1	$592K	Sell	10,441 -5,889	-36%	-$336K	0.05%	301
2021 Q4	$969K	Buy	16,330 +9	+0.1%	+$534	0.07%	237
2021 Q3	$957K	Buy	16,321 +2,596	+19%	+$156K	0.07%	232
2021 Q2	$842K	Sell	13,725 -552	-4%	-$32.3K	0.09%	178
2021 Q1	$791K	Sell	14,277 -119,305	-89%	-$6.45M	0.09%	180
2020 Q4	$6.9M	Sell	133,582 -29,088	-18%	-$1.4M	0.89%	28
2020 Q3	$7.22M	Buy	162,670 +28,062	+21%	+$1.25M	0.85%	30
2020 Q2	$5.5M	Sell	134,608 -7,000	-5%	-$262K	0.6%	44
2020 Q1	$4.69M	Buy	141,608 +33,504	+31%	+$1.4M	0.49%	56
2019 Q4	$4.98M	Buy	108,104 +164	+0.2%	+$7.33K	0.75%	31
2019 Q3	$4.69M	Buy	107,940 +1,420	+1%	+$62.6K	0.82%	27
2019 Q2	$4.76K	Buy	106,520 +4,594	+5%	+$203K	0.73%	30
2019 Q1	$4.54M	Sell	101,926 -35,468	-26%	-$1.55M	0.79%	30
2018 Q4	$5.63M	Buy	137,394 +13,021	+10%	+$549K	1.18%	18
2018 Q3	$5.57M	Buy	+124,373	New	+$5.79M	1.37%	15
2015 Q3	–	Sell	-667	Closed	-$30K	–	333
2015 Q2	$30K	Buy	667 +113	+20%	+$5.32K	0.02%	524
2015 Q1	$24K	Buy	+554	New	+$24.7K	0.02%	560

Other funds holding EWX

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

PPW

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

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

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

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

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

EWM

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

NEWAS

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

B. Riley Wealth Management's EWX Position: Q2 2022 in Review

B. Riley Wealth Management increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 140% in Q2 2022, buying an estimated $767K and bringing the position to 25,034 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

B. Riley Wealth Management first reported a position in EWX in Q1 2015 and has held it in 18 quarters since. The position peaked at $7.22M in Q3 2020. 125 funds tracked by Wall St. Rank hold EWX as of Q2 2022.

B. Riley Wealth Management held 25,034 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.22K as of Q2 2022.
B. Riley Wealth Management bought 14,593 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2022, an estimated $767K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #270 holding.
B. Riley Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2015 and has held it in 18 quarters since.
B. Riley Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7.22M in Q3 2020.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.