Cornerstone Planning Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Cornerstone Planning Group’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 Q4	$394K	Buy	+7,685	New	+$369K	0.17%	69

Other funds holding EWX

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

PPW

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

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

Cornerstone Planning Group's EWX Position: Q4 2022 in Review

Cornerstone Planning Group opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2022: 7,685 shares worth $394K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings.

137 funds tracked by Wall St. Rank hold EWX as of Q4 2022.

Cornerstone Planning Group held 7,685 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $394K as of Q4 2022.
State Street SPDR S&P Emerging Markets Small Cap ETF was a new Cornerstone Planning Group position in Q4 2022.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.17% of Cornerstone Planning Group's portfolio in Q4 2022, its #69 holding.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2022.

Based on Cornerstone Planning Group's 13F filing for Q4 2022, filed 14 Feb 2023.