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

Financial Enhancement Group’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
Q3 		– Sell
-41
Closed -$2K – 285
2019
Q2 		$2K Hold
41
– – ﹤0.01% 251
2019
Q1 		$2K Buy
+41
New +$1.79K ﹤0.01% 268

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Enhancement Group's EWX Position: Q3 2019 in Review

Financial Enhancement Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2019, closing a stake of 41 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in EWX in Q1 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 112 funds tracked by Wall St. Rank hold EWX as of Q3 2019.

  • Financial Enhancement Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Financial Enhancement Group sold 41 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2019, an estimated $2K.
  • Financial Enhancement Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2019 and held it in 2 quarters.
  • Financial Enhancement Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2K in Q2 2019.
  • 112 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2019.

Based on Financial Enhancement Group's 13F filing for Q3 2019, filed 8 Nov 2019.