Lucia Wealth Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Lucia Wealth Services’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	$1.42M	Sell	32,097 -5,167	-14%	-$230K	0.33%	55
2020 Q2	$1.52M	Buy	37,264 +9,612	+35%	+$360K	0.4%	45
2020 Q1	$916K	Buy	27,652 +21,695	+364%	+$907K	0.3%	57
2019 Q4	$274K	Buy	+5,957	New	+$266K	0.08%	109

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

Lucia Wealth Services's EWX Position: Q3 2020 in Review

Lucia Wealth Services reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 14% in Q3 2020, selling an estimated $230K and leaving 32,097 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #55.

Lucia Wealth Services first reported a position in EWX in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.52M in Q2 2020. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

Lucia Wealth Services held 32,097 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.42M as of Q3 2020.
Lucia Wealth Services sold 5,167 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020, an estimated $230K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.33% of Lucia Wealth Services's portfolio in Q3 2020, its #55 holding.
Lucia Wealth Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and has held it in 4 quarters since.
Lucia Wealth Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.52M in Q2 2020.
107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.