Certified Advisory Corp’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Certified Advisory Corp’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
2020 Q2	–	Sell	-197	Closed	-$7K	–	766
2020 Q1	$7K	Hold	197	–	–	﹤0.01%	579
2019 Q4	$9K	Buy	197 +3	+2%	+$134	﹤0.01%	596
2019 Q3	$8K	Buy	194 +2	+1%	+$88	﹤0.01%	618
2019 Q2	$9K	Hold	192	–	–	﹤0.01%	596
2019 Q1	$9K	Buy	+192	New	+$8.39K	﹤0.01%	563

Other funds holding EWX

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

OIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NEWAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

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

Certified Advisory Corp's EWX Position: Q2 2020 in Review

Certified Advisory Corp sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2020, closing a stake of 197 shares — an estimated $7K sold.

Certified Advisory Corp first reported a position in EWX in Q1 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 109 funds tracked by Wall St. Rank hold EWX as of Q2 2020.

Certified Advisory Corp reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 197 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2020, an estimated $7K.
Certified Advisory Corp first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2019 and held it in 5 quarters.
Certified Advisory Corp's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $9K in Q4 2019.
109 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.