Koesten Hirschmann & Crabtree’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Koesten Hirschmann & Crabtree’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
2024 Q1	–	Sell	-70	Closed	-$3.95K	–	224
2023 Q4	$3.95K	Buy	+70	New	+$3.79K	﹤0.01%	141

Other funds holding EWX

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Koesten Hirschmann & Crabtree's EWX Position: Q1 2024 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2024, closing a stake of 70 shares — an estimated $3.95K sold.

Koesten Hirschmann & Crabtree first reported a position in EWX in Q4 2023 and held it in 1 quarter. The position peaked at $3.95K in Q4 2023. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

Koesten Hirschmann & Crabtree reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 70 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $3.95K.
Koesten Hirschmann & Crabtree first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2023 and held it in 1 quarter.
Koesten Hirschmann & Crabtree's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3.95K in Q4 2023.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q1 2024, filed 22 May 2024.