First Allied Advisory Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

First Allied Advisory Services’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	-143	Closed	-$7K	–	1295
2019 Q3	$7K	Buy	+143	New	+$6.31K	﹤0.01%	1551
2019 Q2	–	Sell	-20,590	Closed	-$915K	–	1213
2019 Q1	$915K	Sell	20,590 -764	-4%	-$33.4K	0.03%	477
2018 Q4	$871K	Sell	21,354 -201	-0.9%	-$8.48K	0.03%	444
2018 Q3	$961K	Buy	21,555 +6,472	+43%	+$301K	0.03%	477
2018 Q2	$711K	Sell	15,083 -21,741	-59%	-$1.1M	0.03%	557
2018 Q1	$1.93M	Sell	36,824 -54	-0.1%	-$2.87K	0.07%	297
2017 Q4	$1.92M	Sell	36,878 -366	-1%	-$18.5K	0.08%	285
2017 Q3	$1.84M	Buy	37,244 +454	+1%	+$22.1K	0.08%	262
2017 Q2	$1.72M	Buy	36,790 +1,036	+3%	+$47.8K	0.08%	279
2017 Q1	$1.62M	Buy	35,754 +566	+2%	+$24.6K	0.08%	252
2016 Q4	$1.4M	Sell	35,188 -1,139	-3%	-$47.4K	0.07%	292
2016 Q3	$1.57M	Buy	+36,327	New	+$1.52M	0.08%	256
2014 Q4	–	Sell	-18,209	Closed	-$873K	–	1056
2014 Q3	$873K	Sell	18,209 -1,448	-7%	-$73K	0.07%	328
2014 Q2	$998K	Buy	19,657 +2,428	+14%	+$118K	0.07%	314
2014 Q1	$822K	Sell	17,229 -464	-3%	-$21.1K	0.06%	353
2013 Q4	$818K	Sell	17,693 -5,477	-24%	-$256K	0.07%	347
2013 Q3	$1.06M	Sell	23,170 -32,132	-58%	-$1.44M	0.06%	297
2013 Q2	$2.43M	Buy	+55,302	New	+$2.64M	0.19%	143

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

First Allied Advisory Services's EWX Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2019, closing a stake of 143 shares — an estimated $7K sold.

First Allied Advisory Services first reported a position in EWX in Q2 2013 and held it in 18 quarters. The position peaked at $2.43M in Q2 2013. 127 funds tracked by Wall St. Rank hold EWX as of Q4 2019.

First Allied Advisory Services reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 143 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2019, an estimated $7K.
First Allied Advisory Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and held it in 18 quarters.
First Allied Advisory Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.43M in Q2 2013.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.