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

Marion 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
2023 Q4	–	Sell	-24,114	Closed	-$1.29M	–	124
2023 Q3	$1.29M	Buy	24,114 +354	+1%	+$19K	0.45%	50
2023 Q2	$1.25M	Buy	23,760 +450	+2%	+$23.2K	0.44%	47
2023 Q1	$1.18M	Buy	23,310 +1,274	+6%	+$64.8K	0.44%	47
2022 Q4	$1.08M	Buy	22,036 +3,238	+17%	+$155K	0.45%	50
2022 Q3	$856K	Buy	18,798 +1,453	+8%	+$71K	0.44%	47
2022 Q2	$844K	Sell	17,345 -2,544	-13%	-$134K	0.44%	47
2022 Q1	$1.13M	Buy	19,889 +345	+2%	+$19.7K	0.55%	45
2021 Q4	$1.16M	Buy	+19,544	New	+$1.16M	0.55%	45

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

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

AWM

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

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

EWM

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

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

NEWAS

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

Marion Wealth Management's EWX Position: Q4 2023 in Review

Marion Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2023, closing a stake of 24,114 shares — an estimated $1.29M sold.

Marion Wealth Management first reported a position in EWX in Q4 2021 and held it in 8 quarters. The position peaked at $1.29M in Q3 2023. 152 funds tracked by Wall St. Rank hold EWX as of Q4 2023.

Marion Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Marion Wealth Management sold 24,114 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2023, an estimated $1.29M.
Marion Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 8 quarters.
Marion Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.29M in Q3 2023.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.