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

Disciplined Investments’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
2023 Q3	–	Sell	-162	Closed	-$8.51K	–	573
2023 Q2	$8.51K	Hold	162	–	–	﹤0.01%	341
2023 Q1	$8.21K	Sell	162 -27	-14%	-$1.37K	﹤0.01%	365
2022 Q4	$9.25K	Sell	189 -45	-19%	-$2.16K	﹤0.01%	326
2022 Q3	$11K	Sell	234 -16	-6%	-$782	0.01%	357
2022 Q2	$12K	Sell	250 -71	-22%	-$3.73K	0.01%	361
2022 Q1	$18K	Sell	321 -19	-6%	-$1.08K	0.01%	339
2021 Q4	$20K	Sell	340 -14	-4%	-$831	0.01%	307
2021 Q3	$21K	Sell	354 -7	-2%	-$420	0.01%	266
2021 Q2	$22K	Sell	361 -33	-8%	-$1.93K	0.01%	257
2021 Q1	$22K	Sell	394 -37	-9%	-$2K	0.01%	225
2020 Q4	$22K	Sell	431 -8	-2%	-$384	0.01%	194
2020 Q3	$19K	Buy	439 +9	+2%	+$400	0.01%	218
2020 Q2	$18K	Buy	430 +143	+50%	+$5.36K	0.01%	233
2020 Q1	$10K	Buy	287 +94	+49%	+$3.93K	0.01%	272
2019 Q4	$9K	Buy	+193	New	+$8.62K	0.01%	296

Other funds holding EWX

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

NEWAS

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

Disciplined Investments's EWX Position: Q3 2023 in Review

Disciplined Investments sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2023, closing a stake of 162 shares — an estimated $8.51K sold.

Disciplined Investments first reported a position in EWX in Q4 2019 and held it in 15 quarters. The position peaked at $22K in Q2 2021. 140 funds tracked by Wall St. Rank hold EWX as of Q3 2023.

Disciplined Investments reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 162 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2023, an estimated $8.51K.
Disciplined Investments first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $22K in Q2 2021.
140 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.