Dividend Assets Capital’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Dividend Assets Capital’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 Q3	–	Sell	-10	Closed	-$1K	–	518
2021 Q2	$1K	Buy	+10	New	+$586	﹤0.01%	502
2021 Q1	–	Sell	-16	Closed	-$1K	–	534
2020 Q4	$1K	Buy	+16	New	+$769	﹤0.01%	539

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 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

EWM

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Dividend Assets Capital's EWX Position: Q3 2021 in Review

Dividend Assets Capital sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2021, closing a stake of 10 shares — an estimated $1K sold.

Dividend Assets Capital first reported a position in EWX in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 116 funds tracked by Wall St. Rank hold EWX as of Q3 2021.

Dividend Assets Capital reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2021 after selling out during the quarter.
Dividend Assets Capital sold 10 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2021, an estimated $1K.
Dividend Assets Capital first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 2 quarters.
Dividend Assets Capital's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1K in Q2 2021.
116 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2021.

Based on Dividend Assets Capital's 13F filing for Q3 2021, filed 1 Nov 2021.