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

Cavalier Investments’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
Q3 		– Sell
-18,202
Closed -$1.12M – 100
2021
Q2 		$1.12M Buy
+18,202
New +$1.07M 0.4% 86

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Cavalier Investments's EWX Position: Q3 2021 in Review

Cavalier Investments sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2021, closing a stake of 18,202 shares — an estimated $1.12M sold.

Cavalier Investments first reported a position in EWX in Q2 2021 and held it in 1 quarter. The position peaked at $1.12M in Q2 2021. 116 funds tracked by Wall St. Rank hold EWX as of Q3 2021.

  • Cavalier Investments reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Cavalier Investments sold 18,202 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2021, an estimated $1.12M.
  • Cavalier Investments first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2021 and held it in 1 quarter.
  • Cavalier Investments's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.12M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2021.

Based on Cavalier Investments's 13F filing for Q3 2021, filed 2 Nov 2021.