Heritage Wealth Management (Arizona)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$9.01K	Buy	184 +92	+100%	+$4.41K	﹤0.01%	790
2022 Q3	$4K	Sell	92 -97	-51%	-$4.74K	﹤0.01%	779
2022 Q2	$9.2K	Sell	189 -477	-72%	-$25.1K	﹤0.01%	676
2022 Q1	$38K	Buy	+666	New	+$37.9K	0.01%	506
2021 Q3	$60K	Sell	1,020 -1,761	-63%	-$106K	0.02%	424
2021 Q2	$171K	Buy	+2,781	New	+$163K	0.06%	250

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

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

Heritage Wealth Management (Arizona)'s EWX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 100% in Q4 2022, buying an estimated $4.41K and bringing the position to 184 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Heritage Wealth Management (Arizona) first reported a position in EWX in Q2 2021 and has held it in 6 quarters since. The position peaked at $171K in Q2 2021. 137 funds tracked by Wall St. Rank hold EWX as of Q4 2022.

Heritage Wealth Management (Arizona) held 184 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $9.01K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 92 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2022, an estimated $4.41K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #790 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2021 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $171K in Q2 2021.
137 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.