Essex Financial Services’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Hold |
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|
2025
Q1 | $749K | Hold |
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|
2024
Q4 | $775K | Hold |
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|
2024
Q3 | $810K | Hold |
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|
2024
Q2 | $745K | Hold |
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|
2024
Q1 | $738K | Hold |
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|
2023
Q4 | $747K | Hold |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $349K | Hold |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $303K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $377K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $390K | Hold |
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|
2021
Q2 | $408K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $349K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $310K | Buy |
|