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

Financial Advocates Investment 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
2024 Q2	–	Sell	-30,390	Closed	-$1.68M	–	763
2024 Q1	$1.68M	Sell	30,390 -7,788	-20%	-$432K	0.1%	207
2023 Q4	$2.14M	Sell	38,178 -1,168	-3%	-$63.2K	0.14%	165
2023 Q3	$2.1M	Sell	39,346 -4,842	-11%	-$260K	0.15%	155
2023 Q2	$2.32M	Buy	44,188 +2,749	+7%	+$142K	0.17%	144
2023 Q1	$2.1M	Buy	41,439 +832	+2%	+$42.3K	0.15%	159
2022 Q4	$1.99M	Buy	40,607 +24,672	+155%	+$1.18M	0.15%	164
2022 Q3	$711K	Buy	15,935 +2,384	+18%	+$117K	0.06%	326
2022 Q2	$659K	Sell	13,551 -5,728	-30%	-$301K	0.05%	340
2022 Q1	$1.09M	Buy	19,279 +3,496	+22%	+$199K	0.07%	282
2021 Q4	$936K	Buy	15,783 +3,153	+25%	+$187K	0.06%	333
2021 Q3	$741K	Buy	+12,630	New	+$758K	0.05%	386
2018 Q2	–	Sell	-31,525	Closed	-$1.66M	–	491
2018 Q1	$1.66M	Buy	31,525 +6,017	+24%	+$319K	0.22%	105
2017 Q4	$1.33M	Buy	+25,508	New	+$1.29M	0.18%	121

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

EWM

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Financial Advocates Investment Management's EWX Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 30,390 shares — an estimated $1.68M sold.

Financial Advocates Investment Management first reported a position in EWX in Q4 2017 and held it in 13 quarters. The position peaked at $2.32M in Q2 2023. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 30,390 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $1.68M.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 13 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.32M in Q2 2023.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.