JWM
JFG Wealth Management’s SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
21,600
-15,397
| -42% | -$955K | 0.28% | 26 |
|
|
2025
Q1 | $2.1M | Sell |
36,997
-3,076
| -8% | -$174K | 0.48% | 18 |
|
|
2024
Q4 | $2.35M | Sell |
40,073
-3,834
| -9% | -$225K | 0.54% | 18 |
|
|
2024
Q3 | $2.74M | Sell |
43,907
-10,341
| -19% | -$645K | 0.75% | 15 |
|
|
2024
Q2 | $3.14M | Buy |
54,248
+36,915
| +213% | +$2.14M | 0.89% | 11 |
|
|
2024
Q1 | $967K | Buy |
17,333
+4,842
| +39% | +$270K | 0.26% | 21 |
|
|
2023
Q4 | $705K | Buy |
+12,491
| New | +$705K | 0.2% | 28 |
|
|
2022
Q4 | – | Sell |
-30,076
| Closed | -$1.37M | – | 38 |
|
|
2022
Q3 | $1.37M | Buy |
+30,076
| New | +$1.37M | 0.46% | 23 |
|
|
2019
Q1 | – | Sell |
-5,861
| Closed | -$240K | – | 18 |
|
|
2018
Q4 | $240K | Buy |
+5,861
| New | +$240K | 0.22% | 25 |
|