Goodwin Investment Advisory’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Goodwin Investment Advisory’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
2023 Q1	–	Sell	-32	Closed	-$1.57K	–	129
2022 Q4	$1.57K	Hold	32	–	–	﹤0.01%	199
2022 Q3	$1K	Sell	32 -1,309	-98%	-$64K	﹤0.01%	204
2022 Q2	$65.2K	Sell	1,341 -242	-15%	-$12.7K	0.05%	54
2022 Q1	$90K	Hold	1,583	–	–	0.06%	59
2021 Q4	$94K	Hold	1,583	–	–	0.07%	52
2021 Q3	$93K	Hold	1,583	–	–	0.09%	47
2021 Q2	$97K	Hold	1,583	–	–	0.11%	44
2021 Q1	$88K	Hold	1,583	–	–	0.1%	41
2020 Q4	$82K	Buy	+1,583	New	+$76K	0.1%	37

Other funds holding EWX

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

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

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

Goodwin Investment Advisory's EWX Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2023, closing a stake of 32 shares — an estimated $1.57K sold.

Goodwin Investment Advisory first reported a position in EWX in Q4 2020 and held it in 9 quarters. The position peaked at $97K in Q2 2021. 130 funds tracked by Wall St. Rank hold EWX as of Q1 2023.

Goodwin Investment Advisory reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 32 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2023, an estimated $1.57K.
Goodwin Investment Advisory first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $97K in Q2 2021.
130 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.