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

MD Financial 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
2021 Q1	–	Sell	-123,183	Closed	-$6.36M	–	239
2020 Q4	$6.36M	Buy	+123,183	New	+$5.92M	0.2%	44
2020 Q3	–	Sell	-107,541	Closed	-$4.39M	–	45
2020 Q2	$4.39M	Sell	107,541 -3,644	-3%	-$137K	0.24%	40
2020 Q1	$3.68M	Buy	+111,185	New	+$4.65M	0.23%	44
2019 Q3	–	Sell	-334,722	Closed	-$15M	–	43
2019 Q2	$15M	Buy	+334,722	New	+$14.8M	0.72%	34

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

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

NEWAS

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

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

EWM

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

OIA

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

MD Financial Management's EWX Position: Q1 2021 in Review

MD Financial Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2021, closing a stake of 123,183 shares — an estimated $6.36M sold.

MD Financial Management first reported a position in EWX in Q2 2019 and held it in 4 quarters. The position peaked at $15M in Q2 2019. 121 funds tracked by Wall St. Rank hold EWX as of Q1 2021.

MD Financial Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2021 after selling out during the quarter.
MD Financial Management sold 123,183 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2021, an estimated $6.36M.
MD Financial Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2019 and held it in 4 quarters.
MD Financial Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $15M in Q2 2019.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2021.

Based on MD Financial Management's 13F filing for Q1 2021, filed 6 May 2021.