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

Mission 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
2018 Q1	–	Sell	-4,700	Closed	-$244K	–	244
2017 Q4	$244K	Hold	4,700	–	–	0.04%	183
2017 Q3	$233K	Hold	4,700	–	–	0.04%	166
2017 Q2	$219K	Hold	4,700	–	–	0.04%	171
2017 Q1	$213K	Buy	+4,700	New	+$204K	0.04%	171
2016 Q4	–	Sell	-4,700	Closed	-$203K	–	180
2016 Q3	$203K	Buy	+4,700	New	+$197K	0.05%	161

Other funds holding EWX

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

IndexIQ Advisors New York $2.82B AUM 12.48% 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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OIA

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Mission Wealth Management's EWX Position: Q1 2018 in Review

Mission Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2018, closing a stake of 4,700 shares — an estimated $244K sold.

Mission Wealth Management first reported a position in EWX in Q3 2016 and held it in 5 quarters. The position peaked at $244K in Q4 2017. 117 funds tracked by Wall St. Rank hold EWX as of Q1 2018.

Mission Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2018 after selling out during the quarter.
Mission Wealth Management sold 4,700 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2018, an estimated $244K.
Mission Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2016 and held it in 5 quarters.
Mission Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $244K in Q4 2017.
117 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2018.

Based on Mission Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.