Crestone Asset Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Crestone Asset Management’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
2024 Q2	–	Sell	-31,400	Closed	-$1.75M	–	29
2024 Q1	$1.75M	Hold	31,400	–	–	0.35%	42
2023 Q4	$1.77M	Hold	31,400	–	–	0.4%	36
2023 Q3	$1.68M	Sell	31,400 -32,600	-51%	-$1.75M	0.4%	36
2023 Q2	$3.36M	Hold	64,000	–	–	0.74%	24
2023 Q1	$3.24M	Sell	64,000 -20,000	-24%	-$1.02M	0.69%	25
2022 Q4	$4.11M	Hold	84,000	–	–	0.86%	25
2022 Q3	$3.83M	Hold	84,000	–	–	0.97%	22
2022 Q2	$4.09M	Hold	84,000	–	–	0.96%	26
2022 Q1	$4.76M	Hold	84,000	–	–	1%	25
2021 Q4	$4.98M	Hold	84,000	–	–	1%	24
2021 Q3	$4.93M	Sell	84,000 -3,415	-4%	-$205K	1.08%	23
2021 Q2	$5.36M	Buy	+87,415	New	+$5.12M	1.15%	22

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Crestone Asset Management's EWX Position: Q2 2024 in Review

Crestone Asset Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 31,400 shares — an estimated $1.75M sold.

Crestone Asset Management first reported a position in EWX in Q2 2021 and held it in 12 quarters. The position peaked at $5.36M in Q2 2021. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

Crestone Asset Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
Crestone Asset Management sold 31,400 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $1.75M.
Crestone Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2021 and held it in 12 quarters.
Crestone Asset Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5.36M in Q2 2021.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on Crestone Asset Management's 13F filing for Q2 2024.