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

Financial Counselors Inc’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
2023 Q3	–	Sell	-4,325	Closed	-$227K	–	558
2023 Q2	$227K	Hold	4,325	–	–	﹤0.01%	473
2023 Q1	$219K	Sell	4,325 -35	-0.8%	-$1.78K	﹤0.01%	477
2022 Q4	$213K	Buy	+4,360	New	+$209K	﹤0.01%	475
2022 Q3	–	Sell	-4,360	Closed	-$212K	–	489
2022 Q2	$212K	Sell	4,360 -750	-15%	-$39.4K	0.01%	471
2022 Q1	$290K	Buy	+5,110	New	+$291K	0.01%	434

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

NEWAS

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

Financial Counselors Inc's EWX Position: Q3 2023 in Review

Financial Counselors Inc sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2023, closing a stake of 4,325 shares — an estimated $227K sold.

Financial Counselors Inc first reported a position in EWX in Q1 2022 and held it in 5 quarters. The position peaked at $290K in Q1 2022. 140 funds tracked by Wall St. Rank hold EWX as of Q3 2023.

Financial Counselors Inc reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2023 after selling out during the quarter.
Financial Counselors Inc sold 4,325 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2023, an estimated $227K.
Financial Counselors Inc first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2022 and held it in 5 quarters.
Financial Counselors Inc's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $290K in Q1 2022.
140 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2023.

Based on Financial Counselors Inc's 13F filing for Q3 2023, filed 7 Nov 2023.