Flagship Harbor Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Flagship Harbor Advisors’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
2020 Q3	–	Sell	-167	Closed	-$6K	–	1983
2020 Q2	$6K	Buy	+167	New	+$6.26K	﹤0.01%	1510
2018 Q4	–	Sell	-167	Closed	-$8K	–	1918
2018 Q3	$8K	Hold	167	–	–	﹤0.01%	1514
2018 Q2	$7K	Buy	+167	New	+$8.46K	﹤0.01%	1513

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

NEWAS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

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

Flagship Harbor Advisors's EWX Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 167 shares — an estimated $6K sold.

Flagship Harbor Advisors first reported a position in EWX in Q2 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

Flagship Harbor Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 167 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020, an estimated $6K.
Flagship Harbor Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2018 and held it in 3 quarters.
Flagship Harbor Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $8K in Q3 2018.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.