Capital Asset Advisory Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Capital Asset Advisory Services’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
2021 Q2	–	Sell	-596	Closed	-$33K	–	729
2021 Q1	$33K	Hold	596	–	–	﹤0.01%	531
2020 Q4	$31K	Hold	596	–	–	0.01%	728
2020 Q3	$26K	Hold	596	–	–	0.01%	412
2020 Q2	$26K	Sell	596 -812	-58%	-$30.4K	0.01%	436
2020 Q1	$52K	Sell	1,408 -3,678	-72%	-$154K	0.01%	353
2019 Q4	$227K	Buy	+5,086	New	+$227K	0.05%	321

Other funds holding EWX

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

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

NEWAS

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

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

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

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

OIA

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

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Capital Asset Advisory Services's EWX Position: Q2 2021 in Review

Capital Asset Advisory Services sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2021, closing a stake of 596 shares — an estimated $33K sold.

Capital Asset Advisory Services first reported a position in EWX in Q4 2019 and held it in 6 quarters. The position peaked at $227K in Q4 2019. 118 funds tracked by Wall St. Rank hold EWX as of Q2 2021.

Capital Asset Advisory Services reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 596 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2021, an estimated $33K.
Capital Asset Advisory Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 6 quarters.
Capital Asset Advisory Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $227K in Q4 2019.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2021.

Based on Capital Asset Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2021.