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

Belpointe Asset 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
2023
Q2 		– Sell
-158
Closed -$8K – 1437
2023
Q1 		$8K Sell
158
-32
-17% -$1.63K ﹤0.01% 2821
2022
Q4 		$9.3K Buy
+190
New +$9.11K ﹤0.01% 2654

Other funds holding EWX

Creative Planning
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Belpointe Asset Management's EWX Position: Q2 2023 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2023, closing a stake of 158 shares — an estimated $8K sold.

Belpointe Asset Management first reported a position in EWX in Q4 2022 and held it in 2 quarters. The position peaked at $9.3K in Q4 2022. 135 funds tracked by Wall St. Rank hold EWX as of Q2 2023.

  • Belpointe Asset Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 158 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2023, an estimated $8K.
  • Belpointe Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $9.3K in Q4 2022.
  • 135 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.