EFS
Essex Financial Services’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Hold |
13,230
| – | – | 0.05% | 299 |
|
|
2025
Q1 | $749K | Hold |
13,230
| – | – | 0.05% | 294 |
|
|
2024
Q4 | $775K | Hold |
13,230
| – | – | 0.05% | 290 |
|
|
2024
Q3 | $810K | Hold |
13,230
| – | – | 0.06% | 285 |
|
|
2024
Q2 | $745K | Hold |
13,230
| – | – | 0.06% | 292 |
|
|
2024
Q1 | $738K | Hold |
13,230
| – | – | 0.07% | 251 |
|
|
2023
Q4 | $747K | Hold |
13,230
| – | – | 0.08% | 237 |
|
|
2023
Q3 | $708K | Buy |
13,230
+6,580
| +99% | +$352K | 0.08% | 224 |
|
|
2023
Q2 | $349K | Hold |
6,650
| – | – | 0.04% | 338 |
|
|
2023
Q1 | $337K | Hold |
6,650
| – | – | 0.04% | 356 |
|
|
2022
Q4 | $325K | Hold |
6,650
| – | – | 0.03% | 346 |
|
|
2022
Q3 | $303K | Hold |
6,650
| – | – | 0.04% | 337 |
|
|
2022
Q2 | $324K | Hold |
6,650
| – | – | 0.04% | 339 |
|
|
2022
Q1 | $377K | Hold |
6,650
| – | – | 0.04% | 326 |
|
|
2021
Q4 | $394K | Hold |
6,650
| – | – | 0.04% | 318 |
|
|
2021
Q3 | $390K | Hold |
6,650
| – | – | 0.04% | 301 |
|
|
2021
Q2 | $408K | Buy |
+6,650
| New | +$408K | 0.06% | 265 |
|
|
2018
Q2 | – | Sell |
-6,650
| Closed | -$349K | – | 298 |
|
|
2018
Q1 | $349K | Buy |
+6,650
| New | +$349K | 0.07% | 240 |
|
|
2017
Q3 | – | Sell |
-6,650
| Closed | -$310K | – | 297 |
|
|
2017
Q2 | $310K | Buy |
+6,650
| New | +$310K | 0.07% | 265 |
|