LWMM
EWX icon

Legacy Wealth Management (Mississippi)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-13,000
Closed -$599K – 104
2019
Q4 		$599K Buy
+13,000
New +$581K 0.52% 59

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s EWX Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020, closing a stake of 13,000 shares — an estimated $599K sold.

Legacy Wealth Management (Mississippi) first reported a position in EWX in Q4 2019 and held it in 1 quarter. The position peaked at $599K in Q4 2019. 114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 13,000 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2020, an estimated $599K.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $599K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.