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

Bridgeworth’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
Q3 		– Sell
-8
Closed – – 261
2018
Q2 		$0 Buy
+8
New +$405 ﹤0.01% 620

Other funds holding EWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Aviva
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgeworth's EWX Position: Q3 2018 in Review

Bridgeworth sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2018, closing a stake of 8 shares.

Bridgeworth first reported a position in EWX in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 118 funds tracked by Wall St. Rank hold EWX as of Q3 2018.

  • Bridgeworth reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 8 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2018.
  • Bridgeworth first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $0 in Q2 2018.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.