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

Harvest Group Wealth 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 Q1	–	Sell	-27	Closed	-$1K	–	243
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	461
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	448
2020 Q2	$1K	Hold	27	–	–	﹤0.01%	374
2020 Q1	$0	Hold	27	–	–	﹤0.01%	640
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	762
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	854
2019 Q2	$1K	Hold	27	–	–	﹤0.01%	707
2019 Q1	$1K	Buy	+27	New	+$1.18K	﹤0.01%	766

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

Harvest Group Wealth Management's EWX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2021, closing a stake of 27 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in EWX in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q4 2020. 121 funds tracked by Wall St. Rank hold EWX as of Q1 2021.

Harvest Group Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 27 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1K in Q4 2020.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.