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

Kingsview 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
2023
Q4 		– Sell
-19,478
Closed -$1.04M – 965
2023
Q3 		$1.04M Buy
+19,478
New +$1.05M 0.04% 422

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Kingsview Wealth Management's EWX Position: Q4 2023 in Review

Kingsview Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2023, closing a stake of 19,478 shares — an estimated $1.04M sold.

Kingsview Wealth Management first reported a position in EWX in Q3 2023 and held it in 1 quarter. The position peaked at $1.04M in Q3 2023. 152 funds tracked by Wall St. Rank hold EWX as of Q4 2023.

  • Kingsview Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,478 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2023, an estimated $1.04M.
  • Kingsview Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.04M in Q3 2023.
  • 152 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.