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

Merriman 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
2024
Q3 		– Sell
-35,292
Closed -$2.04M – 218
2024
Q2 		$2.04M Sell
35,292
-31
-0.1% -$1.78K 0.09% 74
2024
Q1 		$1.97M Sell
35,323
-421
-1% -$23.3K 0.09% 73
2023
Q4 		$2.02M Buy
+35,744
New +$1.94M 0.1% 73
2022
Q1 		– Sell
-49,291
Closed -$2.92M – 207
2021
Q4 		$2.92M Sell
49,291
-2,410
-5% -$143K 0.21% 59
2021
Q3 		$3.03M Sell
51,701
-1,023
-2% -$61.4K 0.25% 57
2021
Q2 		$3.23M Sell
52,724
-454
-0.9% -$26.6K 0.28% 57
2021
Q1 		$2.95M Buy
53,178
+48
+0.1% +$2.59K 0.34% 56
2020
Q4 		$2.74M Buy
53,130
+967
+2% +$46.4K 0.29% 63
2020
Q3 		$2.31M Sell
52,163
-1,280
-2% -$56.9K 0.35% 55
2020
Q2 		$2.18M Buy
+53,443
New +$2M 0.35% 53
2020
Q1 		– Sell
-81,172
Closed -$3.74M – 166
2019
Q4 		$3.74M Sell
81,172
-2,928
-3% -$131K 0.72% 41
2019
Q3 		$3.65M Buy
84,100
+70,959
+540% +$3.13M 0.74% 42
2019
Q2 		$5.94K Sell
13,141
-11,443
-47% -$505K 0.11% 112
2019
Q1 		$1.1M Buy
+24,584
New +$1.07M 0.21% 90
2018
Q4 		– Sell
-20,984
Closed -$940K – 180
2018
Q3 		$940K Hold
20,984
– – 0.2% 82
2018
Q2 		$996K Sell
20,984
-19,991
-49% -$1.01M 0.23% 77
2018
Q1 		$2.15M Buy
+40,975
New +$2.17M 0.57% 42
2014
Q1 		– Sell
-8,950
Closed -$415K – 55
2013
Q4 		$415K Sell
8,950
-7,400
-45% -$346K 0.18% 57
2013
Q3 		$744K Buy
+16,350
New +$733K 0.39% 42

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Merriman Wealth Management's EWX Position: Q3 2024 in Review

Merriman Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2024, closing a stake of 35,292 shares — an estimated $2.04M sold.

Merriman Wealth Management first reported a position in EWX in Q3 2013 and held it in 19 quarters. The position peaked at $3.74M in Q4 2019. 170 funds tracked by Wall St. Rank hold EWX as of Q3 2024.

  • Merriman Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 35,292 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2024, an estimated $2.04M.
  • Merriman Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2013 and held it in 19 quarters.
  • Merriman Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3.74M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2024.

Based on Merriman Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.