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

CAPTRUST Financial Advisors’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 Q1	–	Sell	-3	Closed	–	–	4397
2020 Q4	$0	Buy	+3	New	+$144	﹤0.01%	3434
2019 Q4	–	Sell	-3	Closed	–	–	1253
2019 Q3	$0	Buy	+3	New	+$132	﹤0.01%	1953
2019 Q2	–	Sell	-78	Closed	-$3K	–	1944
2019 Q1	$3K	Hold	78	–	–	﹤0.01%	1625
2018 Q4	$3K	Sell	78 -50	-39%	-$2.11K	﹤0.01%	1427
2018 Q3	$6K	Sell	128 -22	-15%	-$1.02K	﹤0.01%	1326
2018 Q2	$7K	Buy	+150	New	+$7.59K	﹤0.01%	1259

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

CAPTRUST Financial Advisors's EWX Position: Q1 2021 in Review

CAPTRUST Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2021, closing a stake of 3 shares.

CAPTRUST Financial Advisors first reported a position in EWX in Q2 2018 and held it in 6 quarters. The position peaked at $7K in Q2 2018. 121 funds tracked by Wall St. Rank hold EWX as of Q1 2021.

CAPTRUST Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2021 after selling out during the quarter.
CAPTRUST Financial Advisors sold 3 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2021.
CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2018 and held it in 6 quarters.
CAPTRUST Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7K in Q2 2018.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.