Holistic Financial Partners’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-227
Closed -$12K 145
2018
Q1
$12K Hold
227
0.01% 307
2017
Q4
$12K Buy
+227
New +$11.5K 0.01% 316

Other funds holding EWX

Holistic Financial Partners's EWX Position: Q2 2018 in Review

Holistic Financial Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2018, closing a stake of 227 shares — an estimated $12K sold.

Holistic Financial Partners first reported a position in EWX in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 113 funds tracked by Wall St. Rank hold EWX as of Q2 2018.

  • Holistic Financial Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 227 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2018, an estimated $12K.
  • Holistic Financial Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $12K in Q1 2018.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.