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

Financial Consulate’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
2018 Q4	–	Sell	-9,663	Closed	-$433K	–	107
2018 Q3	$433K	Buy	9,663 +468	+5%	+$21.8K	0.25%	76
2018 Q2	$436K	Buy	9,195 +295	+3%	+$14.9K	0.22%	74
2018 Q1	$467K	Buy	8,900 +244	+3%	+$12.9K	0.25%	68
2017 Q4	$450K	Buy	8,656 +439	+5%	+$22.2K	0.23%	68
2017 Q3	$407K	Buy	8,217 +684	+9%	+$33.3K	0.22%	69
2017 Q2	$352K	Buy	7,533 +446	+6%	+$20.6K	0.21%	70
2017 Q1	$322K	Buy	7,087 +1,205	+20%	+$52.3K	0.21%	69
2016 Q4	$234K	Buy	+5,882	New	+$245K	0.17%	69
2015 Q1	–	Sell	-6,745	Closed	-$299K	–	61
2014 Q4	$299K	Buy	+6,745	New	+$312K	0.2%	55

Other funds holding EWX

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

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

RRC

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

OIA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Financial Consulate's EWX Position: Q4 2018 in Review

Financial Consulate sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2018, closing a stake of 9,663 shares — an estimated $433K sold.

Financial Consulate first reported a position in EWX in Q4 2014 and held it in 9 quarters. The position peaked at $467K in Q1 2018. 129 funds tracked by Wall St. Rank hold EWX as of Q4 2018.

Financial Consulate reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2018 after selling out during the quarter.
Financial Consulate sold 9,663 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2018, an estimated $433K.
Financial Consulate first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2014 and held it in 9 quarters.
Financial Consulate's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $467K in Q1 2018.
129 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2018.

Based on Financial Consulate's 13F filing for Q4 2018, filed 25 Jan 2019.