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

Cardan Capital Partners’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
-16,785
Closed -$867K – 244
2020
Q4 		$867K Sell
16,785
-38,200
-69% -$1.83M 0.11% 117
2020
Q3 		$2.44M Sell
54,985
-6,980
-11% -$310K 0.32% 95
2020
Q2 		$2.53M Buy
+61,965
New +$2.32M 0.36% 91

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Cardan Capital Partners's EWX Position: Q1 2021 in Review

Cardan Capital Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2021, closing a stake of 16,785 shares — an estimated $867K sold.

Cardan Capital Partners first reported a position in EWX in Q2 2020 and held it in 3 quarters. The position peaked at $2.53M in Q2 2020. 121 funds tracked by Wall St. Rank hold EWX as of Q1 2021.

  • Cardan Capital Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Cardan Capital Partners sold 16,785 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2021, an estimated $867K.
  • Cardan Capital Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2020 and held it in 3 quarters.
  • Cardan Capital Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.53M in Q2 2020.
  • 121 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2021.

Based on Cardan Capital Partners's 13F filing for Q1 2021, filed 13 Apr 2021.