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

Encompass Wealth 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
2022 Q2	–	Sell	-5,586	Closed	-$317K	–	237
2022 Q1	$317K	Hold	5,586	–	–	0.08%	170
2021 Q4	$331K	Hold	5,586	–	–	0.08%	176
2021 Q3	$327K	Hold	5,586	–	–	0.09%	171
2021 Q2	$342K	Hold	5,586	–	–	0.08%	173
2021 Q1	$319K	Buy	+5,586	New	+$302K	0.08%	174

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

PPW

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

NEWAS

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

Encompass Wealth Advisors's EWX Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2022, closing a stake of 5,586 shares — an estimated $317K sold.

Encompass Wealth Advisors first reported a position in EWX in Q1 2021 and held it in 5 quarters. The position peaked at $342K in Q2 2021. 125 funds tracked by Wall St. Rank hold EWX as of Q2 2022.

Encompass Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2022 after selling out during the quarter.
Encompass Wealth Advisors sold 5,586 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2022, an estimated $317K.
Encompass Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2021 and held it in 5 quarters.
Encompass Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $342K in Q2 2021.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.