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

Castleview 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
2022 Q3	–	Sell	-3,142	Closed	-$108K	–	643
2022 Q2	$108K	Buy	3,142 +3,093	+6,312%	+$163K	0.09%	203
2022 Q1	$2K	Sell	49 -2,857	-98%	-$163K	﹤0.01%	638
2021 Q4	$49	Buy	+2,906	New	+$173K	﹤0.01%	890
2021 Q2	$3K	Buy	+49	New	+$2.87K	﹤0.01%	831

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Castleview Partners's EWX Position: Q3 2022 in Review

Castleview Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2022, closing a stake of 3,142 shares — an estimated $108K sold.

Castleview Partners first reported a position in EWX in Q2 2021 and held it in 4 quarters. The position peaked at $108K in Q2 2022. 122 funds tracked by Wall St. Rank hold EWX as of Q3 2022.

Castleview Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2022 after selling out during the quarter.
Castleview Partners sold 3,142 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2022, an estimated $108K.
Castleview Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2021 and held it in 4 quarters.
Castleview Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $108K in Q2 2022.
122 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.