DA
EWX icon

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

DCM Advisors’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
Q4 		– Sell
-2,889
Closed -$169K – 248
2021
Q3 		$169K Hold
2,889
– – 0.07% 228
2021
Q2 		$177K Hold
2,889
– – 0.1% 192
2021
Q1 		$160K Buy
2,889
+589
+26% +$31.8K 0.09% 198
2020
Q4 		$119K Buy
+2,300
New +$110K 0.07% 204

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
Wells Fargo
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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DCM Advisors's EWX Position: Q4 2021 in Review

DCM Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2021, closing a stake of 2,889 shares — an estimated $169K sold.

DCM Advisors first reported a position in EWX in Q4 2020 and held it in 4 quarters. The position peaked at $177K in Q2 2021. 131 funds tracked by Wall St. Rank hold EWX as of Q4 2021.

  • DCM Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2021 after selling out during the quarter.
  • DCM Advisors sold 2,889 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2021, an estimated $169K.
  • DCM Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 4 quarters.
  • DCM Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $177K in Q2 2021.
  • 131 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.