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

Family Management’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
2019 Q4	–	Sell	-43	Closed	-$2K	–	190
2019 Q3	$2K	Hold	43	–	–	﹤0.01%	185
2019 Q2	$2K	Buy	+43	New	+$1.9K	﹤0.01%	176

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

OIA

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

NEWAS

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

Family Management's EWX Position: Q4 2019 in Review

Family Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2019, closing a stake of 43 shares — an estimated $2K sold.

Family Management first reported a position in EWX in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 127 funds tracked by Wall St. Rank hold EWX as of Q4 2019.

Family Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2019 after selling out during the quarter.
Family Management sold 43 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2019, an estimated $2K.
Family Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2019 and held it in 2 quarters.
Family Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2K in Q3 2019.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2019.

Based on Family Management's 13F filing for Q4 2019, filed 11 Feb 2020.