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

Boston Financial 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
2018 Q4	–	Sell	-6,045	Closed	-$271K	–	261
2018 Q3	$271K	Sell	6,045 -185	-3%	-$8.61K	0.02%	260
2018 Q2	$296K	Hold	6,230	–	–	0.02%	225
2018 Q1	$327K	Hold	6,230	–	–	0.02%	219
2017 Q4	$324K	Buy	+6,230	New	+$315K	0.02%	224

Other funds holding EWX

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

NYLIM

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

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

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Boston Financial Management's EWX Position: Q4 2018 in Review

Boston Financial Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2018, closing a stake of 6,045 shares — an estimated $271K sold.

Boston Financial Management first reported a position in EWX in Q4 2017 and held it in 4 quarters. The position peaked at $327K in Q1 2018. 129 funds tracked by Wall St. Rank hold EWX as of Q4 2018.

Boston Financial Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2018 after selling out during the quarter.
Boston Financial Management sold 6,045 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2018, an estimated $271K.
Boston Financial Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 4 quarters.
Boston Financial Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $327K in Q1 2018.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2018.

Based on Boston Financial Management's 13F filing for Q4 2018, filed 31 Jan 2019.