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

Lake Point 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
2019 Q2	$8K	Hold	189	–	–	﹤0.01%	361
2019 Q1	$8K	Sell	189 -4,972	-96%	-$217K	﹤0.01%	361
2018 Q4	$211K	Buy	+5,161	New	+$218K	0.08%	140

Other funds holding EWX

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Lake Point Wealth Management's EWX Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q2 2019 at 189 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Lake Point Wealth Management first reported a position in EWX in Q4 2018 and has held it in 3 quarters since. The position peaked at $211K in Q4 2018. 120 funds tracked by Wall St. Rank hold EWX as of Q2 2019.

Lake Point Wealth Management held 189 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $8K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q2 2019.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #361 holding.
Lake Point Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and has held it in 3 quarters since.
Lake Point Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $211K in Q4 2018.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.