Global Financial Private Client’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Global Financial Private Client’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	-206	Closed	-$8.52K	–	482
2020 Q2	$8.52K	Hold	206	–	–	0.01%	348
2020 Q1	$6.62K	Hold	206	–	–	0.01%	379
2019 Q4	$9.49K	Buy	+206	New	+$9.2K	0.01%	381

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

OIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

NEWAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

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

Global Financial Private Client's EWX Position: Q3 2020 in Review

Global Financial Private Client sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 206 shares — an estimated $8.52K sold.

Global Financial Private Client first reported a position in EWX in Q4 2019 and held it in 3 quarters. The position peaked at $9.49K in Q4 2019. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

Global Financial Private Client reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
Global Financial Private Client sold 206 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020, an estimated $8.52K.
Global Financial Private Client first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 3 quarters.
Global Financial Private Client's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $9.49K in Q4 2019.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.