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

GeoWealth Management’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
2021 Q2	–	Sell	-8,014	Closed	-$443K	–	273
2021 Q1	$443K	Buy	8,014 +550	+7%	+$29.7K	0.07%	125
2020 Q4	$388K	Buy	7,464 +2,362	+46%	+$113K	0.06%	158
2020 Q3	$222K	Buy	+5,102	New	+$227K	0.07%	141

Other funds holding EWX

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

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

NEWAS

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OIA

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

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

GeoWealth Management's EWX Position: Q2 2021 in Review

GeoWealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2021, closing a stake of 8,014 shares — an estimated $443K sold.

GeoWealth Management first reported a position in EWX in Q3 2020 and held it in 3 quarters. The position peaked at $443K in Q1 2021. 118 funds tracked by Wall St. Rank hold EWX as of Q2 2021.

GeoWealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2021 after selling out during the quarter.
GeoWealth Management sold 8,014 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2021, an estimated $443K.
GeoWealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2020 and held it in 3 quarters.
GeoWealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $443K in Q1 2021.
118 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2021.

Based on GeoWealth Management's 13F filing for Q2 2021, filed 17 Aug 2021.