LifePlan Financial Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

LifePlan Financial Group’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 Q3	$5K	Hold	111	–	–	﹤0.01%	478
2020 Q2	$5K	Hold	111	–	–	﹤0.01%	474
2020 Q1	$4K	Buy	111 +50	+82%	+$2.09K	﹤0.01%	468
2019 Q4	$3K	Hold	61	–	–	﹤0.01%	493
2019 Q3	$3K	Hold	61	–	–	﹤0.01%	491
2019 Q2	$3K	Hold	61	–	–	﹤0.01%	489
2019 Q1	$3K	Sell	61 -84	-58%	-$3.67K	﹤0.01%	490
2018 Q4	$6K	Hold	145	–	–	﹤0.01%	425
2018 Q3	$6K	Sell	145 -364	-72%	-$16.9K	﹤0.01%	430
2018 Q2	$24K	Hold	509	–	–	0.01%	315
2018 Q1	$27K	Buy	+509	New	+$27K	0.02%	289

Other funds holding EWX

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

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

OIA

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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

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

EWM

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

LifePlan Financial Group's EWX Position: Q3 2020 in Review

LifePlan Financial Group held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q3 2020 at 111 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

LifePlan Financial Group first reported a position in EWX in Q1 2018 and has held it in 11 quarters since. The position peaked at $27K in Q1 2018. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

LifePlan Financial Group held 111 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $5K as of Q3 2020.
LifePlan Financial Group left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q3 2020.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #478 holding.
LifePlan Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $27K in Q1 2018.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.