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

Csenge Advisory 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 Q1	–	Sell	-3,379	Closed	-$207K	–	644
2021 Q4	$207K	Buy	+3,379	New	+$201K	0.02%	528
2021 Q3	–	Sell	-3,379	Closed	-$207K	–	580
2021 Q2	$207K	Buy	+3,379	New	+$198K	0.02%	531
2018 Q4	–	Sell	-611	Closed	-$25K	–	595
2018 Q3	$25K	Buy	+611	New	+$28.4K	0.01%	358

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NEWAS

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

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

PPW

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Csenge Advisory Group's EWX Position: Q1 2022 in Review

Csenge Advisory Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 3,379 shares — an estimated $207K sold.

Csenge Advisory Group first reported a position in EWX in Q3 2018 and held it in 3 quarters. The position peaked at $207K in Q4 2021. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

Csenge Advisory Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Csenge Advisory Group sold 3,379 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $207K.
Csenge Advisory Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2018 and held it in 3 quarters.
Csenge Advisory Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $207K in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2022.

Based on Csenge Advisory Group's 13F filing for Q1 2022, filed 9 May 2022.